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Orion Porfolio Solutions, LLC: SPOT position timeline

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

Orion Porfolio Solutions, LLC held 9,410 SPOT 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 9,410 shares
    Change vs previous 13F +2,497 shares

    0.03% of the 13F portfolio, value $4,320,213.

    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 6,913 shares
    Change vs previous 13F +811 shares

    0.03% of the 13F portfolio, value $3,351,972.

    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 6,102 shares
    Change vs previous 13F -4,192 shares

    0.03% of the 13F portfolio, value $3,543,240.

    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 10,294 shares
    Change vs previous 13F +370 shares

    0.06% of the 13F portfolio, value $7,184,934.

    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 9,924 shares
    Change vs previous 13F +1,909 shares

    0.07% of the 13F portfolio, value $7,615,082.

    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 8,015 shares
    Change vs previous 13F +1,184 shares

    0.04% of the 13F portfolio, value $4,408,491.

    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 6,831 shares
    Change vs previous 13F +3,499 shares

    0.03% of the 13F portfolio, value $3,056,053.

    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 3,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,227,942.

    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).