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Orion Porfolio Solutions, LLC: ROE position timeline

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

Orion Porfolio Solutions, LLC held 28,049 ROE 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 28,049 shares
    Change vs previous 13F -4,450 shares

    0.01% of the 13F portfolio, value $1,195,746.

    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 32,499 shares
    Change vs previous 13F -3,338 shares

    0.01% of the 13F portfolio, value $1,151,435.

    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 35,837 shares
    Change vs previous 13F +2,366 shares

    0.01% of the 13F portfolio, value $1,263,957.

    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 33,471 shares
    Change vs previous 13F -2,724 shares

    0.01% of the 13F portfolio, value $1,157,220.

    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 36,195 shares
    Change vs previous 13F -816 shares

    0.01% of the 13F portfolio, value $1,165,835.

    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 37,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,083,306.

    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).