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Orion Porfolio Solutions, LLC: SHY position timeline

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

Orion Porfolio Solutions, LLC held 187,659 SHY 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 187,659 shares
    Change vs previous 13F -11,796 shares

    0.12% of the 13F portfolio, value $15,408,636.

    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 199,455 shares
    Change vs previous 13F -16,820 shares

    0.14% of the 13F portfolio, value $16,468,934.

    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 216,275 shares
    Change vs previous 13F +44,500 shares

    0.13% of the 13F portfolio, value $17,911,836.

    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 171,775 shares
    Change vs previous 13F -9,616 shares

    0.11% of the 13F portfolio, value $14,250,437.

    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 181,391 shares
    Change vs previous 13F -82,099 shares

    0.13% of the 13F portfolio, value $15,030,050.

    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 263,490 shares
    Change vs previous 13F +11,318 shares

    0.21% of the 13F portfolio, value $21,798,530.

    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 252,172 shares
    Change vs previous 13F +8,588 shares

    0.21% of the 13F portfolio, value $20,673,025.

    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 243,584 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $20,254,005.

    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).