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Orion Porfolio Solutions, LLC: SWKS position timeline

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

Orion Porfolio Solutions, LLC held 8,002 SWKS 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 8,002 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $542,557.

    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 7,988 shares
    Change vs previous 13F -1,781 shares

    <0.01% of the 13F portfolio, value $427,767.

    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 9,769 shares
    Change vs previous 13F -594 shares

    <0.01% of the 13F portfolio, value $619,426.

    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 10,363 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $797,706.

    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 9,681 shares
    Change vs previous 13F -13,574 shares

    0.01% of the 13F portfolio, value $721,444.

    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 23,255 shares
    Change vs previous 13F +1,786 shares

    0.01% of the 13F portfolio, value $1,502,989.

    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 21,469 shares
    Change vs previous 13F -11,073 shares

    0.02% of the 13F portfolio, value $1,903,866.

    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 32,542 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,214,165.

    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).