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Orion Porfolio Solutions, LLC: TRU position timeline

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

Orion Porfolio Solutions, LLC held 6,825 TRU 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 6,825 shares
    Change vs previous 13F -4,020 shares

    <0.01% of the 13F portfolio, value $492,327.

    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 10,845 shares
    Change vs previous 13F -3,280 shares

    0.01% of the 13F portfolio, value $750,310.

    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 14,125 shares
    Change vs previous 13F -1,565 shares

    0.01% of the 13F portfolio, value $1,211,213.

    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 15,690 shares
    Change vs previous 13F +2,746 shares

    0.01% of the 13F portfolio, value $1,314,551.

    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 12,944 shares
    Change vs previous 13F +1,259 shares

    0.01% of the 13F portfolio, value $1,139,093.

    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 11,685 shares
    Change vs previous 13F +2,809 shares

    0.01% of the 13F portfolio, value $969,763.

    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 8,876 shares
    Change vs previous 13F +3,201 shares

    0.01% of the 13F portfolio, value $822,936.

    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 5,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $594,183.

    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).