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Orion Porfolio Solutions, LLC: SAN position timeline

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

Orion Porfolio Solutions, LLC held 682,907 SAN 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 682,907 shares
    Change vs previous 13F +2,871 shares

    0.07% of the 13F portfolio, value $9,424,116.

    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 680,036 shares
    Change vs previous 13F -62,024 shares

    0.07% of the 13F portfolio, value $7,670,804.

    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 742,060 shares
    Change vs previous 13F +4,136 shares

    0.06% of the 13F portfolio, value $8,704,366.

    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 737,924 shares
    Change vs previous 13F +374,167 shares

    0.06% of the 13F portfolio, value $7,733,443.

    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 363,757 shares
    Change vs previous 13F +203,674 shares

    0.03% of the 13F portfolio, value $3,019,183.

    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 160,083 shares
    Change vs previous 13F +15,917 shares

    0.01% of the 13F portfolio, value $1,072,555.

    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 144,166 shares
    Change vs previous 13F +14,611 shares

    0.01% of the 13F portfolio, value $657,395.

    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 129,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $660,730.

    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).