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Orion Porfolio Solutions, LLC: ISTB position timeline

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

Orion Porfolio Solutions, LLC held 328,255 ISTB 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 328,255 shares
    Change vs previous 13F +49,833 shares

    0.12% of the 13F portfolio, value $15,838,305.

    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 278,422 shares
    Change vs previous 13F +10,873 shares

    0.12% of the 13F portfolio, value $13,492,355.

    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 267,549 shares
    Change vs previous 13F +1,868 shares

    0.1% of the 13F portfolio, value $13,043,018.

    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 265,681 shares
    Change vs previous 13F +71,009 shares

    0.1% of the 13F portfolio, value $12,975,842.

    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 194,672 shares
    Change vs previous 13F -11,473 shares

    0.08% of the 13F portfolio, value $9,470,757.

    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 206,145 shares
    Change vs previous 13F -354 shares

    0.1% of the 13F portfolio, value $9,967,119.

    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 206,499 shares
    Change vs previous 13F -25,554 shares

    0.1% of the 13F portfolio, value $9,864,469.

    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 232,053 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,296,335.

    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).