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Orion Porfolio Solutions, LLC: SU position timeline

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

Orion Porfolio Solutions, LLC held 12,507 SU 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 12,507 shares
    Change vs previous 13F +1,293 shares

    0.01% of the 13F portfolio, value $671,397.

    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 11,214 shares
    Change vs previous 13F -2,771 shares

    0.01% of the 13F portfolio, value $741,332.

    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 13,985 shares
    Change vs previous 13F -13,962 shares

    <0.01% of the 13F portfolio, value $620,382.

    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 27,947 shares
    Change vs previous 13F -1,442 shares

    0.01% of the 13F portfolio, value $1,168,426.

    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 29,389 shares
    Change vs previous 13F -36,169 shares

    0.01% of the 13F portfolio, value $1,100,633.

    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 65,558 shares
    Change vs previous 13F -14,354 shares

    0.02% of the 13F portfolio, value $2,538,425.

    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 79,912 shares
    Change vs previous 13F -9,055 shares

    0.03% of the 13F portfolio, value $2,851,251.

    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 88,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,284,665.

    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).