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Orion Porfolio Solutions, LLC: IWF position timeline

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

Orion Porfolio Solutions, LLC held 710,300 IWF 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 710,300 shares
    Change vs previous 13F +513,901 shares

    0.68% of the 13F portfolio, value $88,197,991.

    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 196,399 shares
    Change vs previous 13F -28,924 shares

    0.71% of the 13F portfolio, value $83,744,466.

    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 225,323 shares
    Change vs previous 13F -26,969 shares

    0.78% of the 13F portfolio, value $106,645,622.

    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 252,292 shares
    Change vs previous 13F -3,575 shares

    0.92% of the 13F portfolio, value $118,176,141.

    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 255,867 shares
    Change vs previous 13F -20,110 shares

    0.93% of the 13F portfolio, value $108,636,035.

    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 275,977 shares
    Change vs previous 13F -15,417 shares

    0.98% of the 13F portfolio, value $99,652,695.

    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 291,394 shares
    Change vs previous 13F -251 shares

    1.17% of the 13F portfolio, value $117,017,902.

    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 291,645 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $109,477,842.

    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).