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Orion Porfolio Solutions, LLC: IUSB position timeline

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

Orion Porfolio Solutions, LLC held 918,375 IUSB 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 918,375 shares
    Change vs previous 13F +245,416 shares

    0.32% of the 13F portfolio, value $42,383,035.

    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 672,959 shares
    Change vs previous 13F -203,120 shares

    0.26% of the 13F portfolio, value $31,083,952.

    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 876,079 shares
    Change vs previous 13F +73,391 shares

    0.3% of the 13F portfolio, value $40,772,732.

    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 802,688 shares
    Change vs previous 13F -21,807 shares

    0.29% of the 13F portfolio, value $37,493,581.

    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 824,495 shares
    Change vs previous 13F +231,576 shares

    0.33% of the 13F portfolio, value $38,116,384.

    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 592,919 shares
    Change vs previous 13F +15,547 shares

    0.27% of the 13F portfolio, value $27,321,677.

    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 577,372 shares
    Change vs previous 13F -248,533 shares

    0.26% of the 13F portfolio, value $26,097,210.

    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 825,905 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $38,916,677.

    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).