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Orion Porfolio Solutions, LLC: SUB position timeline

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

Orion Porfolio Solutions, LLC held 422,365 SUB 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 422,365 shares
    Change vs previous 13F +55,451 shares

    0.34% of the 13F portfolio, value $44,969,222.

    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 366,914 shares
    Change vs previous 13F +17,269 shares

    0.33% of the 13F portfolio, value $39,076,361.

    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 349,645 shares
    Change vs previous 13F +28,141 shares

    0.27% of the 13F portfolio, value $37,307,143.

    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 321,504 shares
    Change vs previous 13F +19,388 shares

    0.27% of the 13F portfolio, value $34,330,268.

    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 302,116 shares
    Change vs previous 13F +11,633 shares

    0.27% of the 13F portfolio, value $32,127,057.

    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 290,483 shares
    Change vs previous 13F +18,479 shares

    0.3% of the 13F portfolio, value $30,674,957.

    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 272,004 shares
    Change vs previous 13F +24,989 shares

    0.29% of the 13F portfolio, value $28,690,983.

    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 247,015 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $26,230,540.

    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).