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Orion Porfolio Solutions, LLC: SPDW position timeline

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

Orion Porfolio Solutions, LLC held 317,734 SPDW 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 317,734 shares
    Change vs previous 13F +1,341 shares

    0.12% of the 13F portfolio, value $16,010,593.

    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 316,393 shares
    Change vs previous 13F -264,748 shares

    0.12% of the 13F portfolio, value $14,443,341.

    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 581,141 shares
    Change vs previous 13F +49,066 shares

    0.19% of the 13F portfolio, value $25,808,505.

    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 532,075 shares
    Change vs previous 13F +203,338 shares

    0.18% of the 13F portfolio, value $22,767,498.

    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 328,737 shares
    Change vs previous 13F +9,889 shares

    0.11% of the 13F portfolio, value $13,310,552.

    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 318,848 shares
    Change vs previous 13F +15,632 shares

    0.11% of the 13F portfolio, value $11,609,289.

    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 303,216 shares
    Change vs previous 13F -11,367 shares

    0.1% of the 13F portfolio, value $10,348,758.

    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 314,583 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,815,731.

    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).