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Orion Porfolio Solutions, LLC: PFS position timeline

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

Orion Porfolio Solutions, LLC held 10,130 PFS 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 10,130 shares
    Change vs previous 13F -488 shares

    <0.01% of the 13F portfolio, value $239,478.

    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 10,618 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $224,684.

    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 10,269 shares
    Change vs previous 13F -6,725 shares

    <0.01% of the 13F portfolio, value $202,822.

    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 16,994 shares
    Change vs previous 13F -2,666 shares

    <0.01% of the 13F portfolio, value $327,635.

    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 19,660 shares
    Change vs previous 13F -1,680 shares

    <0.01% of the 13F portfolio, value $344,638.

    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 21,340 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $366,402.

    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 21,264 shares
    Change vs previous 13F -1,453 shares

    <0.01% of the 13F portfolio, value $401,251.

    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 22,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $421,635.

    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).