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Orion Porfolio Solutions, LLC: SNY position timeline

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

Orion Porfolio Solutions, LLC held 50,917 SNY 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 50,917 shares
    Change vs previous 13F -10,998 shares

    0.02% of the 13F portfolio, value $2,172,113.

    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 61,915 shares
    Change vs previous 13F -31,685 shares

    0.03% of the 13F portfolio, value $2,983,063.

    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 93,600 shares
    Change vs previous 13F +5,098 shares

    0.03% of the 13F portfolio, value $4,535,848.

    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 88,502 shares
    Change vs previous 13F +5,243 shares

    0.03% of the 13F portfolio, value $4,177,276.

    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 83,259 shares
    Change vs previous 13F +10,393 shares

    0.03% of the 13F portfolio, value $4,022,242.

    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 72,866 shares
    Change vs previous 13F +1,687 shares

    0.04% of the 13F portfolio, value $4,041,148.

    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 71,179 shares
    Change vs previous 13F +6,893 shares

    0.03% of the 13F portfolio, value $3,432,963.

    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 64,286 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,704,820.

    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).