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Orion Porfolio Solutions, LLC: SPGI position timeline

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

Orion Porfolio Solutions, LLC held 23,672 SPGI 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 23,672 shares
    Change vs previous 13F -1,210 shares

    0.07% of the 13F portfolio, value $9,640,852.

    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 24,882 shares
    Change vs previous 13F -7,393 shares

    0.09% of the 13F portfolio, value $10,583,210.

    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 32,275 shares
    Change vs previous 13F -4,335 shares

    0.12% of the 13F portfolio, value $16,866,623.

    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 36,610 shares
    Change vs previous 13F -3,201 shares

    0.14% of the 13F portfolio, value $17,818,573.

    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 39,811 shares
    Change vs previous 13F -261 shares

    0.18% of the 13F portfolio, value $20,992,145.

    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 40,072 shares
    Change vs previous 13F +382 shares

    0.2% of the 13F portfolio, value $20,360,301.

    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 39,690 shares
    Change vs previous 13F -1,006 shares

    0.2% of the 13F portfolio, value $19,766,790.

    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 40,696 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,024,175.

    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).