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Orion Porfolio Solutions, LLC: JIVE position timeline

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

Orion Porfolio Solutions, LLC held 8,054 JIVE 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 8,054 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $740,554.

    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 8,228 shares
    Change vs previous 13F -19,530 shares

    0.01% of the 13F portfolio, value $704,608.

    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 27,758 shares
    Change vs previous 13F +20,650 shares

    0.02% of the 13F portfolio, value $2,228,395.

    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 7,108 shares
    Change vs previous 13F +1,094 shares

    <0.01% of the 13F portfolio, value $535,943.

    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 6,014 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $416,757.

    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 5,773 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $357,118.

    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 5,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,321.

    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).