Orion Porfolio Solutions, LLC: IONS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on IONS, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 24,870 IONS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 24,870 sharesChange vs previous 13F -36,474 shares
0.02% of the 13F portfolio, value $1,971,942.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,344 sharesChange vs previous 13F +37,770 shares
0.04% of the 13F portfolio, value $4,606,321.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,574 sharesChange vs previous 13F +13,612 shares
0.01% of the 13F portfolio, value $1,864,939.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,962 sharesChange vs previous 13F +4,362 shares
0.01% of the 13F portfolio, value $651,714.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 5,600 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $221,256.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).