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Orion Porfolio Solutions, LLC: IWO position timeline

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

Orion Porfolio Solutions, LLC held 32,384 IWO 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 32,384 shares
    Change vs previous 13F +227 shares

    0.1% of the 13F portfolio, value $12,757,884.

    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 32,157 shares
    Change vs previous 13F -2,600 shares

    0.09% of the 13F portfolio, value $10,091,311.

    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 34,757 shares
    Change vs previous 13F -56,237 shares

    0.08% of the 13F portfolio, value $11,226,909.

    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 90,994 shares
    Change vs previous 13F -21,327 shares

    0.23% of the 13F portfolio, value $29,121,586.

    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 112,321 shares
    Change vs previous 13F +12 shares

    0.27% of the 13F portfolio, value $32,108,244.

    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 112,309 shares
    Change vs previous 13F -1,797 shares

    0.28% of the 13F portfolio, value $28,698,328.

    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 114,106 shares
    Change vs previous 13F -14,477 shares

    0.33% of the 13F portfolio, value $32,842,058.

    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 128,583 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $36,517,594.

    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).