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Orion Porfolio Solutions, LLC: IQSI position timeline

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

Orion Porfolio Solutions, LLC held 29,455 IQSI 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 29,455 shares
    Change vs previous 13F -2,017 shares

    0.01% of the 13F portfolio, value $1,127,922.

    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 31,472 shares
    Change vs previous 13F -3,413 shares

    0.01% of the 13F portfolio, value $1,109,159.

    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 34,885 shares
    Change vs previous 13F -1,977 shares

    0.01% of the 13F portfolio, value $1,226,962.

    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 36,862 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $1,254,563.

    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 37,112 shares
    Change vs previous 13F -6,529 shares

    0.01% of the 13F portfolio, value $1,232,095.

    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 43,641 shares
    Change vs previous 13F -2,275 shares

    0.01% of the 13F portfolio, value $1,317,165.

    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 45,916 shares
    Change vs previous 13F -944 shares

    0.01% of the 13F portfolio, value $1,309,817.

    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 46,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,472,075.

    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).