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Orion Porfolio Solutions, LLC: USTB position timeline

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

Orion Porfolio Solutions, LLC held 17,922 USTB 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 17,922 shares
    Change vs previous 13F -4,828 shares

    0.01% of the 13F portfolio, value $907,235.

    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 22,750 shares
    Change vs previous 13F -9,420 shares

    0.01% of the 13F portfolio, value $1,150,703.

    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 32,170 shares
    Change vs previous 13F -7,546 shares

    0.01% of the 13F portfolio, value $1,635,531.

    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 39,716 shares
    Change vs previous 13F +4,310 shares

    0.02% of the 13F portfolio, value $2,025,142.

    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 35,406 shares
    Change vs previous 13F +991 shares

    0.02% of the 13F portfolio, value $1,799,354.

    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 34,415 shares
    Change vs previous 13F -7,386 shares

    0.02% of the 13F portfolio, value $1,743,140.

    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 41,801 shares
    Change vs previous 13F +4,956 shares

    0.02% of the 13F portfolio, value $2,098,393.

    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 36,845 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,872,070.

    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).