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Orion Porfolio Solutions, LLC: IWP position timeline

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

Orion Porfolio Solutions, LLC held 187,509 IWP 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 187,509 shares
    Change vs previous 13F -22,216 shares

    0.21% of the 13F portfolio, value $27,453,175.

    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 209,725 shares
    Change vs previous 13F -20,913 shares

    0.23% of the 13F portfolio, value $26,869,872.

    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 230,638 shares
    Change vs previous 13F +35,614 shares

    0.23% of the 13F portfolio, value $31,583,629.

    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 195,024 shares
    Change vs previous 13F -67,285 shares

    0.22% of the 13F portfolio, value $27,773,404.

    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 262,309 shares
    Change vs previous 13F +1,230 shares

    0.31% of the 13F portfolio, value $36,377,077.

    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 261,079 shares
    Change vs previous 13F -20,121 shares

    0.3% of the 13F portfolio, value $30,674,137.

    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 281,200 shares
    Change vs previous 13F +13,702 shares

    0.36% of the 13F portfolio, value $35,642,128.

    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 267,498 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $31,374,894.

    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).