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Orion Porfolio Solutions, LLC: QUAL position timeline

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

Orion Porfolio Solutions, LLC held 64,896 QUAL 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 64,896 shares
    Change vs previous 13F -38,651 shares

    0.11% of the 13F portfolio, value $14,240,162.

    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 103,547 shares
    Change vs previous 13F -6,123 shares

    0.17% of the 13F portfolio, value $19,861,383.

    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 109,670 shares
    Change vs previous 13F -30,101 shares

    0.16% of the 13F portfolio, value $21,782,616.

    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 139,771 shares
    Change vs previous 13F -34,095 shares

    0.21% of the 13F portfolio, value $27,185,328.

    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 173,866 shares
    Change vs previous 13F +37,587 shares

    0.27% of the 13F portfolio, value $31,786,163.

    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 136,279 shares
    Change vs previous 13F +6,023 shares

    0.23% of the 13F portfolio, value $23,288,646.

    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 130,256 shares
    Change vs previous 13F -58,866 shares

    0.23% of the 13F portfolio, value $23,195,959.

    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 189,122 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $33,909,621.

    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).