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Orion Porfolio Solutions, LLC: USRT position timeline

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

Orion Porfolio Solutions, LLC held 22,688 USRT 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 22,688 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $1,507,590.

    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 23,600 shares
    Change vs previous 13F -14,762 shares

    0.01% of the 13F portfolio, value $1,396,885.

    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 38,362 shares
    Change vs previous 13F +2,381 shares

    0.02% of the 13F portfolio, value $2,185,096.

    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 35,981 shares
    Change vs previous 13F +12,259 shares

    0.02% of the 13F portfolio, value $2,112,820.

    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 23,722 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $1,341,691.

    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 23,716 shares
    Change vs previous 13F -421 shares

    0.01% of the 13F portfolio, value $1,366,037.

    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 24,137 shares
    Change vs previous 13F +4,586 shares

    0.01% of the 13F portfolio, value $1,383,306.

    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 19,551 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,203,740.

    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).