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Orion Porfolio Solutions, LLC: PDBA position timeline

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

Orion Porfolio Solutions, LLC held 14,507 PDBA 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 14,507 shares
    Change vs previous 13F +2,560 shares

    <0.01% of the 13F portfolio, value $516,739.

    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 11,947 shares
    Change vs previous 13F -7,337 shares

    <0.01% of the 13F portfolio, value $435,707.

    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 19,284 shares
    Change vs previous 13F +7,685 shares

    <0.01% of the 13F portfolio, value $655,659.

    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 11,599 shares
    Change vs previous 13F +2,853 shares

    <0.01% of the 13F portfolio, value $413,563.

    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 8,746 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $304,973.

    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 8,565 shares
    Change vs previous 13F +1,404 shares

    <0.01% of the 13F portfolio, value $301,145.

    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 7,161 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $253,571.

    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 7,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,748.

    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).