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Orion Porfolio Solutions, LLC: ONEQ position timeline

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

Orion Porfolio Solutions, LLC held 1,967 ONEQ 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 1,967 shares
    Change vs previous 13F -8,124 shares

    <0.01% of the 13F portfolio, value $203,015.

    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 10,091 shares
    Change vs previous 13F -11,647 shares

    0.01% of the 13F portfolio, value $856,858.

    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 21,738 shares
    Change vs previous 13F +372 shares

    0.01% of the 13F portfolio, value $1,986,878.

    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 21,366 shares
    Change vs previous 13F -774 shares

    0.01% of the 13F portfolio, value $1,904,331.

    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 22,140 shares
    Change vs previous 13F -4,526 shares

    0.02% of the 13F portfolio, value $1,773,428.

    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 26,666 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $1,814,998.

    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 26,744 shares
    Change vs previous 13F +2,966 shares

    0.02% of the 13F portfolio, value $2,034,169.

    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 23,778 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,702,495.

    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).