Orion Porfolio Solutions, LLC: SFD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on SFD, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 124,982 SFD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 124,982 sharesChange vs previous 13F +116,259 shares
0.02% of the 13F portfolio, value $3,032,055.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,723 sharesChange vs previous 13F -1,093 shares
<0.01% of the 13F portfolio, value $243,987.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,816 sharesChange vs previous 13F -563 shares
<0.01% of the 13F portfolio, value $219,188.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,379 sharesChange vs previous 13F +234 shares
<0.01% of the 13F portfolio, value $243,694.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 10,145 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $238,704.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).