Skip to content
Disclosery

Orion Porfolio Solutions, LLC: SPY position timeline

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

Orion Porfolio Solutions, LLC held 52,732 SPY 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 52,732 shares
    Change vs previous 13F -8,407 shares

    0.3% of the 13F portfolio, value $39,378,524.

    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 61,139 shares
    Change vs previous 13F -33,792 shares

    0.34% of the 13F portfolio, value $39,761,285.

    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 94,931 shares
    Change vs previous 13F -23,969 shares

    0.47% of the 13F portfolio, value $64,734,984.

    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 118,900 shares
    Change vs previous 13F +2,593 shares

    0.61% of the 13F portfolio, value $79,209,203.

    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 116,307 shares
    Change vs previous 13F -12,702 shares

    0.61% of the 13F portfolio, value $71,859,994.

    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 129,009 shares
    Change vs previous 13F -3,489 shares

    0.71% of the 13F portfolio, value $72,165,997.

    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 132,498 shares
    Change vs previous 13F +4,130 shares

    0.77% of the 13F portfolio, value $77,654,418.

    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 128,368 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $73,652,282.

    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).