Skip to content
Disclosery

Orion Porfolio Solutions, LLC: ITA position timeline

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

Orion Porfolio Solutions, LLC held 7,017 ITA 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 7,017 shares
    Change vs previous 13F -5,579 shares

    0.01% of the 13F portfolio, value $1,701,029.

    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 12,596 shares
    Change vs previous 13F -37,507 shares

    0.02% of the 13F portfolio, value $2,755,419.

    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 50,103 shares
    Change vs previous 13F +4,765 shares

    0.08% of the 13F portfolio, value $10,756,714.

    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 45,338 shares
    Change vs previous 13F +25,807 shares

    0.07% of the 13F portfolio, value $9,487,384.

    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 19,531 shares
    Change vs previous 13F +15,561 shares

    0.03% of the 13F portfolio, value $3,684,257.

    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 3,970 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $607,739.

    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 3,832 shares
    Change vs previous 13F +797 shares

    0.01% of the 13F portfolio, value $557,021.

    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 3,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,206.

    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).