Skip to content
Disclosery

Orion Porfolio Solutions, LLC: IHS position timeline

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

Orion Porfolio Solutions, LLC held 46,978 IHS 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 46,978 shares
    Change vs previous 13F -2,400 shares

    <0.01% of the 13F portfolio, value $387,099.

    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 49,378 shares
    Change vs previous 13F -16,550 shares

    <0.01% of the 13F portfolio, value $406,381.

    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 65,928 shares
    Change vs previous 13F +7,456 shares

    <0.01% of the 13F portfolio, value $491,823.

    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 58,472 shares
    Change vs previous 13F +13,964 shares

    <0.01% of the 13F portfolio, value $398,779.

    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 44,508 shares
    Change vs previous 13F +24,902 shares

    <0.01% of the 13F portfolio, value $247,464.

    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 19,606 shares
    Change vs previous 13F -44,593 shares

    <0.01% of the 13F portfolio, value $102,343.

    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 64,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $187,461.

    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).