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Orion Porfolio Solutions, LLC: UJAN position timeline

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

Orion Porfolio Solutions, LLC held 59,237 UJAN 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 59,237 shares
    Change vs previous 13F +5,362 shares

    0.02% of the 13F portfolio, value $2,685,344.

    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 53,875 shares
    Change vs previous 13F +3,840 shares

    0.02% of the 13F portfolio, value $2,290,226.

    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 50,035 shares
    Change vs previous 13F +3,959 shares

    0.02% of the 13F portfolio, value $2,164,514.

    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 46,076 shares
    Change vs previous 13F +6,275 shares

    0.02% of the 13F portfolio, value $1,940,988.

    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 39,801 shares
    Change vs previous 13F +22,905 shares

    0.01% of the 13F portfolio, value $1,610,042.

    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 16,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $644,441.

    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).