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Orion Porfolio Solutions, LLC: UBS position timeline

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

Orion Porfolio Solutions, LLC held 150,741 UBS 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 150,741 shares
    Change vs previous 13F +33,914 shares

    0.06% of the 13F portfolio, value $7,470,680.

    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 116,827 shares
    Change vs previous 13F -3,835 shares

    0.04% of the 13F portfolio, value $4,564,443.

    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 120,662 shares
    Change vs previous 13F +15,843 shares

    0.04% of the 13F portfolio, value $5,587,868.

    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 104,819 shares
    Change vs previous 13F +8,967 shares

    0.03% of the 13F portfolio, value $4,297,593.

    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 95,852 shares
    Change vs previous 13F -12,689 shares

    0.03% of the 13F portfolio, value $3,241,717.

    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 108,541 shares
    Change vs previous 13F -27,232 shares

    0.03% of the 13F portfolio, value $3,324,616.

    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 135,773 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $4,116,641.

    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 135,938 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,201,848.

    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).