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Orion Porfolio Solutions, LLC: O position timeline

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

Orion Porfolio Solutions, LLC held 30,922 O 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 30,922 shares
    Change vs previous 13F -3,531 shares

    0.01% of the 13F portfolio, value $1,915,913.

    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 34,453 shares
    Change vs previous 13F -8,343 shares

    0.02% of the 13F portfolio, value $2,107,791.

    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 42,796 shares
    Change vs previous 13F +7,054 shares

    0.02% of the 13F portfolio, value $2,412,461.

    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 35,742 shares
    Change vs previous 13F +10,305 shares

    0.02% of the 13F portfolio, value $2,172,775.

    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 25,437 shares
    Change vs previous 13F +5,995 shares

    0.01% of the 13F portfolio, value $1,465,441.

    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 19,442 shares
    Change vs previous 13F +6,494 shares

    0.01% of the 13F portfolio, value $1,127,780.

    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 12,948 shares
    Change vs previous 13F -3,542 shares

    0.01% of the 13F portfolio, value $691,557.

    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 16,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,045,816.

    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).