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Orion Porfolio Solutions, LLC: USFR position timeline

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

Orion Porfolio Solutions, LLC held 54,787 USFR 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 54,787 shares
    Change vs previous 13F +11,984 shares

    0.02% of the 13F portfolio, value $2,758,517.

    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 42,803 shares
    Change vs previous 13F -4,717 shares

    0.02% of the 13F portfolio, value $2,154,725.

    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 47,520 shares
    Change vs previous 13F -44,589 shares

    0.02% of the 13F portfolio, value $2,391,185.

    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 92,109 shares
    Change vs previous 13F +16,172 shares

    0.04% of the 13F portfolio, value $4,630,330.

    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 75,937 shares
    Change vs previous 13F +6,064 shares

    0.03% of the 13F portfolio, value $3,820,367.

    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 69,873 shares
    Change vs previous 13F +8,156 shares

    0.03% of the 13F portfolio, value $3,516,694.

    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 61,717 shares
    Change vs previous 13F +660 shares

    0.03% of the 13F portfolio, value $3,105,614.

    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 61,057 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,066,276.

    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).