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Orion Porfolio Solutions, LLC: STIP position timeline

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

Orion Porfolio Solutions, LLC held 129,075 STIP 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 129,075 shares
    Change vs previous 13F -5,523 shares

    0.1% of the 13F portfolio, value $13,186,282.

    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 134,598 shares
    Change vs previous 13F +13,166 shares

    0.12% of the 13F portfolio, value $13,921,496.

    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 121,432 shares
    Change vs previous 13F +3,872 shares

    0.09% of the 13F portfolio, value $12,433,497.

    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 117,560 shares
    Change vs previous 13F -6,572 shares

    0.09% of the 13F portfolio, value $12,151,004.

    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 124,132 shares
    Change vs previous 13F +24,941 shares

    0.11% of the 13F portfolio, value $12,774,389.

    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 99,191 shares
    Change vs previous 13F +3,520 shares

    0.1% of the 13F portfolio, value $10,263,341.

    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 95,671 shares
    Change vs previous 13F -87,663 shares

    0.1% of the 13F portfolio, value $9,624,465.

    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 183,334 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $18,575,431.

    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).