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Orion Porfolio Solutions, LLC: SPIB position timeline

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

Orion Porfolio Solutions, LLC held 212,613 SPIB 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 212,613 shares
    Change vs previous 13F -9,652 shares

    0.05% of the 13F portfolio, value $7,114,019.

    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 222,265 shares
    Change vs previous 13F -92,708 shares

    0.06% of the 13F portfolio, value $7,454,766.

    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 314,973 shares
    Change vs previous 13F +6,251 shares

    0.08% of the 13F portfolio, value $10,649,249.

    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 308,722 shares
    Change vs previous 13F +7,712 shares

    0.08% of the 13F portfolio, value $10,462,593.

    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 301,010 shares
    Change vs previous 13F -3,933 shares

    0.09% of the 13F portfolio, value $10,107,918.

    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 304,943 shares
    Change vs previous 13F +632 shares

    0.1% of the 13F portfolio, value $10,136,297.

    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 304,311 shares
    Change vs previous 13F +9,857 shares

    0.1% of the 13F portfolio, value $9,969,228.

    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 294,454 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,926,054.

    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).