Orion Porfolio Solutions, LLC: LOPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on LOPE, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 7,275 LOPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,275 sharesChange vs previous 13F -514 shares
0.01% of the 13F portfolio, value $1,041,125.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,789 sharesChange vs previous 13F +205 shares
0.01% of the 13F portfolio, value $1,324,364.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,584 sharesChange vs previous 13F +1,109 shares
0.01% of the 13F portfolio, value $1,261,295.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,475 sharesChange vs previous 13F +65 shares
0.01% of the 13F portfolio, value $1,421,392.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 6,410 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $1,211,490.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,366 sharesChange vs previous 13F +243 shares
0.01% of the 13F portfolio, value $1,101,445.
13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,123 sharesChange vs previous 13F -424 shares
0.01% of the 13F portfolio, value $1,002,947.
13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,547 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $928,692.
13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).