Skip to content
Disclosery

Orion Porfolio Solutions, LLC: IWD position timeline

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

Orion Porfolio Solutions, LLC held 57,185 IWD 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 57,185 shares
    Change vs previous 13F -12,085 shares

    0.11% of the 13F portfolio, value $13,863,370.

    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 69,270 shares
    Change vs previous 13F -28,033 shares

    0.13% of the 13F portfolio, value $14,800,879.

    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 97,303 shares
    Change vs previous 13F +24,654 shares

    0.15% of the 13F portfolio, value $20,466,790.

    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 72,649 shares
    Change vs previous 13F +2,819 shares

    0.11% of the 13F portfolio, value $14,790,678.

    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 69,830 shares
    Change vs previous 13F -10,192 shares

    0.12% of the 13F portfolio, value $13,562,993.

    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 80,022 shares
    Change vs previous 13F -27,319 shares

    0.15% of the 13F portfolio, value $15,057,101.

    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 107,341 shares
    Change vs previous 13F +41,200 shares

    0.2% of the 13F portfolio, value $19,872,077.

    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 66,141 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,553,550.

    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).