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Orion Porfolio Solutions, LLC: LPLA position timeline

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

Orion Porfolio Solutions, LLC held 2,783 LPLA 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 2,783 shares
    Change vs previous 13F -1,373 shares

    0.01% of the 13F portfolio, value $783,895.

    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 4,156 shares
    Change vs previous 13F -5,520 shares

    0.01% of the 13F portfolio, value $1,250,088.

    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 9,676 shares
    Change vs previous 13F +2,296 shares

    0.03% of the 13F portfolio, value $3,456,161.

    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 7,380 shares
    Change vs previous 13F -1,417 shares

    0.02% of the 13F portfolio, value $2,455,191.

    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 8,797 shares
    Change vs previous 13F +132 shares

    0.03% of the 13F portfolio, value $3,298,451.

    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 8,665 shares
    Change vs previous 13F +4,224 shares

    0.03% of the 13F portfolio, value $2,834,640.

    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 4,441 shares
    Change vs previous 13F +757 shares

    0.01% of the 13F portfolio, value $1,449,971.

    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 3,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $856,993.

    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).