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Orion Porfolio Solutions, LLC: IWS position timeline

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

Orion Porfolio Solutions, LLC held 29,028 IWS 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 29,028 shares
    Change vs previous 13F -3,035 shares

    0.04% of the 13F portfolio, value $4,777,947.

    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 32,063 shares
    Change vs previous 13F -8,056 shares

    0.04% of the 13F portfolio, value $4,672,806.

    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 40,119 shares
    Change vs previous 13F +11,412 shares

    0.04% of the 13F portfolio, value $5,658,769.

    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 28,707 shares
    Change vs previous 13F +18,546 shares

    0.03% of the 13F portfolio, value $4,009,547.

    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 10,161 shares
    Change vs previous 13F -2,802 shares

    0.01% of the 13F portfolio, value $1,342,712.

    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 12,963 shares
    Change vs previous 13F -41,725 shares

    0.02% of the 13F portfolio, value $1,632,903.

    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 54,688 shares
    Change vs previous 13F +42,472 shares

    0.07% of the 13F portfolio, value $7,073,331.

    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 12,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,615,626.

    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).