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Orion Porfolio Solutions, LLC: ORCL position timeline

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

Orion Porfolio Solutions, LLC held 145,669 ORCL 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 145,669 shares
    Change vs previous 13F -25,453 shares

    0.16% of the 13F portfolio, value $21,347,803.

    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 171,122 shares
    Change vs previous 13F -22,221 shares

    0.21% of the 13F portfolio, value $25,173,740.

    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 193,343 shares
    Change vs previous 13F +8,353 shares

    0.28% of the 13F portfolio, value $37,684,515.

    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 184,990 shares
    Change vs previous 13F -2,792 shares

    0.4% of the 13F portfolio, value $52,026,425.

    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 187,782 shares
    Change vs previous 13F -3,434 shares

    0.35% of the 13F portfolio, value $41,054,846.

    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 191,216 shares
    Change vs previous 13F +11,099 shares

    0.26% of the 13F portfolio, value $26,733,875.

    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 180,117 shares
    Change vs previous 13F +18,681 shares

    0.3% of the 13F portfolio, value $30,014,833.

    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 161,436 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $27,508,711.

    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).