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Orion Porfolio Solutions, LLC: UOCT position timeline

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

Orion Porfolio Solutions, LLC held 65,507 UOCT 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 65,507 shares
    Change vs previous 13F +5,931 shares

    0.02% of the 13F portfolio, value $2,692,993.

    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 59,576 shares
    Change vs previous 13F +5,520 shares

    0.02% of the 13F portfolio, value $2,278,186.

    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 54,056 shares
    Change vs previous 13F +4,360 shares

    0.02% of the 13F portfolio, value $2,110,454.

    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 49,696 shares
    Change vs previous 13F +6,860 shares

    0.01% of the 13F portfolio, value $1,909,817.

    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 42,836 shares
    Change vs previous 13F +25,369 shares

    0.01% of the 13F portfolio, value $1,575,572.

    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 17,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $603,478.

    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).