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Orion Porfolio Solutions, LLC: POCT position timeline

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

Orion Porfolio Solutions, LLC held 241,564 POCT 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 241,564 shares
    Change vs previous 13F +10,973 shares

    0.09% of the 13F portfolio, value $11,210,985.

    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 230,591 shares
    Change vs previous 13F -13,457 shares

    0.08% of the 13F portfolio, value $9,940,778.

    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 244,048 shares
    Change vs previous 13F +41,887 shares

    0.08% of the 13F portfolio, value $10,718,588.

    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 202,161 shares
    Change vs previous 13F +26,768 shares

    0.07% of the 13F portfolio, value $8,713,139.

    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 175,393 shares
    Change vs previous 13F +61,161 shares

    0.06% of the 13F portfolio, value $7,243,731.

    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 114,232 shares
    Change vs previous 13F +30,217 shares

    0.04% of the 13F portfolio, value $4,437,913.

    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 84,015 shares
    Change vs previous 13F +40,939 shares

    0.03% of the 13F portfolio, value $3,324,172.

    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 43,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,677,810.

    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).