Skip to content
Disclosery

Orion Porfolio Solutions, LLC: SPSB position timeline

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

Orion Porfolio Solutions, LLC held 30,110 SPSB 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 30,110 shares
    Change vs previous 13F -109,933 shares

    0.01% of the 13F portfolio, value $903,597.

    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 140,043 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $4,211,096.

    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 140,065 shares
    Change vs previous 13F +4,341 shares

    0.03% of the 13F portfolio, value $4,229,977.

    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 135,724 shares
    Change vs previous 13F +9,267 shares

    0.03% of the 13F portfolio, value $4,111,091.

    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 126,457 shares
    Change vs previous 13F -11,477 shares

    0.03% of the 13F portfolio, value $3,817,735.

    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 137,934 shares
    Change vs previous 13F -15,284 shares

    0.04% of the 13F portfolio, value $4,151,823.

    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 153,218 shares
    Change vs previous 13F +6,301 shares

    0.05% of the 13F portfolio, value $4,575,079.

    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 146,917 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,448,655.

    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).