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Orion Porfolio Solutions, LLC: IT position timeline

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

Orion Porfolio Solutions, LLC held 2,974 IT 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 2,974 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $385,490.

    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 3,166 shares
    Change vs previous 13F -7,659 shares

    <0.01% of the 13F portfolio, value $501,304.

    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 10,825 shares
    Change vs previous 13F -8,990 shares

    0.02% of the 13F portfolio, value $2,731,054.

    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 19,815 shares
    Change vs previous 13F -4,542 shares

    0.04% of the 13F portfolio, value $5,208,866.

    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 24,357 shares
    Change vs previous 13F +433 shares

    0.08% of the 13F portfolio, value $9,845,735.

    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 23,924 shares
    Change vs previous 13F +2,709 shares

    0.1% of the 13F portfolio, value $10,042,013.

    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 21,215 shares
    Change vs previous 13F -2,758 shares

    0.1% of the 13F portfolio, value $10,278,209.

    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 23,973 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,148,743.

    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).