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Orion Porfolio Solutions, LLC: SPYI position timeline

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

Orion Porfolio Solutions, LLC held 33,840 SPYI 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 33,840 shares
    Change vs previous 13F -103,349 shares

    0.01% of the 13F portfolio, value $1,796,553.

    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 137,189 shares
    Change vs previous 13F -10,051 shares

    0.06% of the 13F portfolio, value $6,773,036.

    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 147,240 shares
    Change vs previous 13F +54,358 shares

    0.06% of the 13F portfolio, value $7,734,558.

    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 92,882 shares
    Change vs previous 13F +2,840 shares

    0.04% of the 13F portfolio, value $4,857,699.

    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 90,042 shares
    Change vs previous 13F +5,537 shares

    0.04% of the 13F portfolio, value $4,530,904.

    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 84,505 shares
    Change vs previous 13F +3,496 shares

    0.04% of the 13F portfolio, value $4,046,942.

    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 81,009 shares
    Change vs previous 13F -8,525 shares

    0.04% of the 13F portfolio, value $4,116,902.

    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 89,534 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,586,838.

    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).