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Orion Porfolio Solutions, LLC: IYW position timeline

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

Orion Porfolio Solutions, LLC held 5,250 IYW 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 5,250 shares
    Change vs previous 13F -857 shares

    0.01% of the 13F portfolio, value $1,324,065.

    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 6,107 shares
    Change vs previous 13F -32,926 shares

    0.01% of the 13F portfolio, value $1,107,883.

    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 39,033 shares
    Change vs previous 13F +4,328 shares

    0.06% of the 13F portfolio, value $7,794,070.

    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 34,705 shares
    Change vs previous 13F -49,895 shares

    0.05% of the 13F portfolio, value $6,797,252.

    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 84,600 shares
    Change vs previous 13F +26,109 shares

    0.13% of the 13F portfolio, value $14,658,680.

    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 58,491 shares
    Change vs previous 13F -3,415 shares

    0.08% of the 13F portfolio, value $8,214,481.

    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 61,906 shares
    Change vs previous 13F -2,934 shares

    0.1% of the 13F portfolio, value $9,875,362.

    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 64,840 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,831,060.

    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).