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Orion Porfolio Solutions, LLC: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on IEF, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 22,907 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,907 shares
    Change vs previous 13F -777 shares

    0.02% of the 13F portfolio, value $2,166,320.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,684 shares
    Change vs previous 13F +3,311 shares

    0.02% of the 13F portfolio, value $2,260,380.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,373 shares
    Change vs previous 13F +1,675 shares

    0.01% of the 13F portfolio, value $1,959,072.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,698 shares
    Change vs previous 13F +4,650 shares

    0.01% of the 13F portfolio, value $1,803,627.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 14,048 shares
    Change vs previous 13F -19,288 shares

    0.01% of the 13F portfolio, value $1,345,344.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,336 shares
    Change vs previous 13F +24,863 shares

    0.03% of the 13F portfolio, value $3,179,238.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,473 shares
    Change vs previous 13F -139,955 shares

    0.01% of the 13F portfolio, value $783,365.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 148,428 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,563,709.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).