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Orion Porfolio Solutions, LLC: TIP position timeline

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

Orion Porfolio Solutions, LLC held 32,525 TIP 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 32,525 shares
    Change vs previous 13F +1,173 shares

    0.03% of the 13F portfolio, value $3,559,226.

    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 31,352 shares
    Change vs previous 13F -6,668 shares

    0.03% of the 13F portfolio, value $3,459,972.

    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 38,020 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $4,178,789.

    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 37,899 shares
    Change vs previous 13F +2,369 shares

    0.03% of the 13F portfolio, value $4,215,106.

    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 35,530 shares
    Change vs previous 13F +2,515 shares

    0.03% of the 13F portfolio, value $3,909,682.

    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 33,015 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $3,667,560.

    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 32,905 shares
    Change vs previous 13F -123,275 shares

    0.03% of the 13F portfolio, value $3,506,041.

    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 156,180 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $17,253,215.

    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).