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Orion Porfolio Solutions, LLC: SDCI position timeline

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

Orion Porfolio Solutions, LLC held 619,529 SDCI 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 619,529 shares
    Change vs previous 13F -2,833 shares

    0.13% of the 13F portfolio, value $16,380,355.

    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 622,362 shares
    Change vs previous 13F +21,514 shares

    0.14% of the 13F portfolio, value $16,953,138.

    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 600,848 shares
    Change vs previous 13F +224,714 shares

    0.1% of the 13F portfolio, value $13,236,685.

    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 376,134 shares
    Change vs previous 13F -19,613 shares

    0.07% of the 13F portfolio, value $8,651,093.

    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 395,747 shares
    Change vs previous 13F -13,332 shares

    0.07% of the 13F portfolio, value $8,567,933.

    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 409,079 shares
    Change vs previous 13F +379,766 shares

    0.09% of the 13F portfolio, value $8,680,667.

    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 29,313 shares
    Change vs previous 13F +3,445 shares

    0.01% of the 13F portfolio, value $569,229.

    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 25,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $502,147.

    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).