Skip to content
Disclosery

Orion Porfolio Solutions, LLC: PR position timeline

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

Orion Porfolio Solutions, LLC held 98,786 PR 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 98,786 shares
    Change vs previous 13F +15,455 shares

    0.01% of the 13F portfolio, value $1,818,662.

    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 83,331 shares
    Change vs previous 13F -12,655 shares

    0.02% of the 13F portfolio, value $1,776,617.

    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 95,986 shares
    Change vs previous 13F -61,336 shares

    0.01% of the 13F portfolio, value $1,346,693.

    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 157,322 shares
    Change vs previous 13F -23,169 shares

    0.02% of the 13F portfolio, value $2,013,722.

    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 180,491 shares
    Change vs previous 13F +1,728 shares

    0.02% of the 13F portfolio, value $2,458,299.

    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 178,763 shares
    Change vs previous 13F +31,008 shares

    0.02% of the 13F portfolio, value $2,475,869.

    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 147,755 shares
    Change vs previous 13F -1,580 shares

    0.02% of the 13F portfolio, value $2,124,721.

    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 149,335 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,032,446.

    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).