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Orion Porfolio Solutions, LLC: SGI position timeline

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

Orion Porfolio Solutions, LLC held 36,419 SGI 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 36,419 shares
    Change vs previous 13F +5,296 shares

    0.02% of the 13F portfolio, value $2,855,214.

    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 31,123 shares
    Change vs previous 13F -1,064 shares

    0.02% of the 13F portfolio, value $2,300,616.

    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 32,187 shares
    Change vs previous 13F -2,890 shares

    0.02% of the 13F portfolio, value $2,873,638.

    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 35,077 shares
    Change vs previous 13F -5,662 shares

    0.02% of the 13F portfolio, value $2,958,071.

    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 40,739 shares
    Change vs previous 13F +1,213 shares

    0.02% of the 13F portfolio, value $2,772,269.

    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 39,526 shares
    Change vs previous 13F +693 shares

    0.02% of the 13F portfolio, value $2,366,814.

    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 38,833 shares
    Change vs previous 13F -3,109 shares

    0.02% of the 13F portfolio, value $2,201,467.

    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 41,942 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,290,033.

    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).