Skip to content

Orion Porfolio Solutions, LLC: NWG position timeline

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

Orion Porfolio Solutions, LLC held 195,776 NWG 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 195,776 shares
    Change vs previous 13F -201,518 shares

    0.03% of the 13F portfolio, value $3,451,547.

    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 397,294 shares
    Change vs previous 13F -113,540 shares

    0.05% of the 13F portfolio, value $5,919,675.

    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 510,834 shares
    Change vs previous 13F +3,584 shares

    0.07% of the 13F portfolio, value $8,939,600.

    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 507,250 shares
    Change vs previous 13F -6,878 shares

    0.06% of the 13F portfolio, value $7,177,596.

    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 514,128 shares
    Change vs previous 13F +159,855 shares

    0.06% of the 13F portfolio, value $7,274,908.

    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 354,273 shares
    Change vs previous 13F +111,285 shares

    0.04% of the 13F portfolio, value $4,222,931.

    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 242,988 shares
    Change vs previous 13F +24,954 shares

    0.02% of the 13F portfolio, value $2,471,185.

    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 218,034 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,040,795.

    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).