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Orion Porfolio Solutions, LLC: IGSB position timeline

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

Orion Porfolio Solutions, LLC held 20,337 IGSB 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 20,337 shares
    Change vs previous 13F -2,091 shares

    0.01% of the 13F portfolio, value $1,065,839.

    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 22,428 shares
    Change vs previous 13F -220,365 shares

    0.01% of the 13F portfolio, value $1,178,802.

    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 242,793 shares
    Change vs previous 13F +7,052 shares

    0.09% of the 13F portfolio, value $12,838,938.

    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 235,741 shares
    Change vs previous 13F +7,099 shares

    0.1% of the 13F portfolio, value $12,501,329.

    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 228,642 shares
    Change vs previous 13F -6,023 shares

    0.1% of the 13F portfolio, value $12,063,172.

    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 234,665 shares
    Change vs previous 13F -4,097 shares

    0.12% of the 13F portfolio, value $12,289,393.

    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 238,762 shares
    Change vs previous 13F +18,133 shares

    0.12% of the 13F portfolio, value $12,343,979.

    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 220,629 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,618,340.

    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).