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Orion Porfolio Solutions, LLC: OWL position timeline

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

Orion Porfolio Solutions, LLC held 26,364 OWL 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 26,364 shares
    Change vs previous 13F -2,732 shares

    <0.01% of the 13F portfolio, value $230,685.

    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 29,096 shares
    Change vs previous 13F -34,965 shares

    <0.01% of the 13F portfolio, value $265,647.

    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 64,061 shares
    Change vs previous 13F +6,322 shares

    0.01% of the 13F portfolio, value $957,068.

    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 57,739 shares
    Change vs previous 13F -1,551 shares

    0.01% of the 13F portfolio, value $977,521.

    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 59,290 shares
    Change vs previous 13F -6,526 shares

    0.01% of the 13F portfolio, value $1,138,947.

    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 65,816 shares
    Change vs previous 13F +7,539 shares

    0.01% of the 13F portfolio, value $1,318,935.

    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 58,277 shares
    Change vs previous 13F +5,308 shares

    0.01% of the 13F portfolio, value $1,355,523.

    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 52,969 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,025,489.

    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).