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Orion Porfolio Solutions, LLC: ITOT position timeline

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

Orion Porfolio Solutions, LLC held 527,349 ITOT 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 527,349 shares
    Change vs previous 13F +19,729 shares

    0.66% of the 13F portfolio, value $86,627,631.

    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 507,620 shares
    Change vs previous 13F -68,825 shares

    0.62% of the 13F portfolio, value $72,300,397.

    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 576,445 shares
    Change vs previous 13F -15,530 shares

    0.63% of the 13F portfolio, value $85,711,598.

    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 591,975 shares
    Change vs previous 13F -13,061 shares

    0.67% of the 13F portfolio, value $86,221,241.

    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 605,036 shares
    Change vs previous 13F +151,144 shares

    0.7% of the 13F portfolio, value $81,704,024.

    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 453,892 shares
    Change vs previous 13F +5,641 shares

    0.54% of the 13F portfolio, value $55,379,302.

    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 448,251 shares
    Change vs previous 13F -8,098 shares

    0.57% of the 13F portfolio, value $57,654,096.

    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 456,349 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $57,326,505.

    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).