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Orion Porfolio Solutions, LLC: IQLT position timeline

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

Orion Porfolio Solutions, LLC held 11,261 IQLT 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 11,261 shares
    Change vs previous 13F +3,833 shares

    <0.01% of the 13F portfolio, value $557,996.

    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 7,428 shares
    Change vs previous 13F -21,308 shares

    <0.01% of the 13F portfolio, value $343,397.

    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 28,736 shares
    Change vs previous 13F -1,113 shares

    0.01% of the 13F portfolio, value $1,306,060.

    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 29,849 shares
    Change vs previous 13F -3,819 shares

    0.01% of the 13F portfolio, value $1,319,041.

    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 33,668 shares
    Change vs previous 13F -6,184 shares

    0.01% of the 13F portfolio, value $1,455,138.

    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 39,852 shares
    Change vs previous 13F +5,758 shares

    0.02% of the 13F portfolio, value $1,581,722.

    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 34,094 shares
    Change vs previous 13F +7,717 shares

    0.01% of the 13F portfolio, value $1,265,564.

    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 26,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,094,385.

    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).