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Orion Porfolio Solutions, LLC: TFPM position timeline

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

Orion Porfolio Solutions, LLC held 78,807 TFPM 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 78,807 shares
    Change vs previous 13F +4,673 shares

    0.02% of the 13F portfolio, value $2,361,873.

    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 74,134 shares
    Change vs previous 13F -5,700 shares

    0.02% of the 13F portfolio, value $2,573,184.

    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 79,834 shares
    Change vs previous 13F -1,326 shares

    0.02% of the 13F portfolio, value $2,652,090.

    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 81,160 shares
    Change vs previous 13F -696 shares

    0.02% of the 13F portfolio, value $2,374,745.

    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 81,856 shares
    Change vs previous 13F +55,878 shares

    0.02% of the 13F portfolio, value $1,939,165.

    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 25,978 shares
    Change vs previous 13F -26,816 shares

    <0.01% of the 13F portfolio, value $497,478.

    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 52,794 shares
    Change vs previous 13F +5,892 shares

    0.01% of the 13F portfolio, value $794,027.

    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 46,902 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $758,871.

    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).