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Orion Porfolio Solutions, LLC: OTIS position timeline

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

Orion Porfolio Solutions, LLC held 11,170 OTIS 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 11,170 shares
    Change vs previous 13F -14,861 shares

    0.01% of the 13F portfolio, value $799,731.

    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 26,031 shares
    Change vs previous 13F -10,169 shares

    0.02% of the 13F portfolio, value $2,006,478.

    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 36,200 shares
    Change vs previous 13F -5,122 shares

    0.02% of the 13F portfolio, value $3,162,068.

    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 41,322 shares
    Change vs previous 13F -3,958 shares

    0.03% of the 13F portfolio, value $3,778,029.

    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 45,280 shares
    Change vs previous 13F +1,232 shares

    0.04% of the 13F portfolio, value $4,483,631.

    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 44,048 shares
    Change vs previous 13F -2,135 shares

    0.04% of the 13F portfolio, value $4,545,771.

    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 46,183 shares
    Change vs previous 13F -1,657 shares

    0.04% of the 13F portfolio, value $4,277,084.

    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 47,840 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,972,492.

    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).