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Orion Porfolio Solutions, LLC: ROL position timeline

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

Orion Porfolio Solutions, LLC held 54,326 ROL 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 54,326 shares
    Change vs previous 13F -2,095 shares

    0.02% of the 13F portfolio, value $2,267,577.

    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 56,421 shares
    Change vs previous 13F +7,739 shares

    0.03% of the 13F portfolio, value $3,013,484.

    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 48,682 shares
    Change vs previous 13F +8,969 shares

    0.02% of the 13F portfolio, value $2,921,879.

    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 39,713 shares
    Change vs previous 13F +11,437 shares

    0.02% of the 13F portfolio, value $2,332,771.

    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 28,276 shares
    Change vs previous 13F +6,778 shares

    0.01% of the 13F portfolio, value $1,595,323.

    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 21,498 shares
    Change vs previous 13F +11,823 shares

    0.01% of the 13F portfolio, value $1,161,516.

    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 9,675 shares
    Change vs previous 13F +1,149 shares

    <0.01% of the 13F portfolio, value $448,445.

    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 8,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,253.

    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).