Skip to content
Disclosery

Orion Porfolio Solutions, LLC: SGOV position timeline

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

Orion Porfolio Solutions, LLC held 134,606 SGOV 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 134,606 shares
    Change vs previous 13F -48,406 shares

    0.1% of the 13F portfolio, value $13,550,818.

    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 183,012 shares
    Change vs previous 13F +86,730 shares

    0.16% of the 13F portfolio, value $18,421,951.

    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 96,282 shares
    Change vs previous 13F +5,095 shares

    0.07% of the 13F portfolio, value $9,664,739.

    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 91,187 shares
    Change vs previous 13F +8,535 shares

    0.07% of the 13F portfolio, value $9,182,562.

    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 82,652 shares
    Change vs previous 13F -34,562 shares

    0.07% of the 13F portfolio, value $8,322,208.

    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 117,214 shares
    Change vs previous 13F +4,164 shares

    0.12% of the 13F portfolio, value $11,799,895.

    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 113,050 shares
    Change vs previous 13F +11,530 shares

    0.11% of the 13F portfolio, value $11,341,177.

    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 101,520 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,225,088.

    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).