Skip to content
Disclosery

Orion Porfolio Solutions, LLC: SCHB position timeline

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

Orion Porfolio Solutions, LLC held 30,292 SCHB 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 30,292 shares
    Change vs previous 13F -56,168 shares

    0.01% of the 13F portfolio, value $877,256.

    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 86,460 shares
    Change vs previous 13F -75,586 shares

    0.02% of the 13F portfolio, value $2,170,146.

    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 162,046 shares
    Change vs previous 13F +12,838 shares

    0.03% of the 13F portfolio, value $4,250,467.

    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 149,208 shares
    Change vs previous 13F +32,127 shares

    0.03% of the 13F portfolio, value $3,836,129.

    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 117,081 shares
    Change vs previous 13F +12,604 shares

    0.02% of the 13F portfolio, value $2,790,049.

    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 104,477 shares
    Change vs previous 13F +23,046 shares

    0.02% of the 13F portfolio, value $2,249,388.

    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 81,431 shares
    Change vs previous 13F +56,771 shares

    0.02% of the 13F portfolio, value $1,848,476.

    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 24,660 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,640,401.

    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).