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Disclosery

Orion Porfolio Solutions, LLC: RS position timeline

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

Orion Porfolio Solutions, LLC held 1,150 RS 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 1,150 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $429,513.

    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 1,111 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $337,526.

    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 1,207 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $348,527.

    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 1,259 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $353,427.

    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 1,252 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $393,065.

    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 1,160 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $334,964.

    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 1,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,650.

    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).