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Orion Porfolio Solutions, LLC: WFC position timeline

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

Orion Porfolio Solutions, LLC held 261,737 WFC 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 261,737 shares
    Change vs previous 13F +2,171 shares

    0.17% of the 13F portfolio, value $21,629,931.

    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 259,566 shares
    Change vs previous 13F -11,768 shares

    0.18% of the 13F portfolio, value $20,664,026.

    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 271,334 shares
    Change vs previous 13F +32,071 shares

    0.19% of the 13F portfolio, value $25,288,364.

    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 239,263 shares
    Change vs previous 13F +22,645 shares

    0.16% of the 13F portfolio, value $20,055,039.

    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 216,618 shares
    Change vs previous 13F +65,356 shares

    0.15% of the 13F portfolio, value $17,355,420.

    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 151,262 shares
    Change vs previous 13F -3,339 shares

    0.11% of the 13F portfolio, value $10,859,094.

    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 154,601 shares
    Change vs previous 13F +12,028 shares

    0.11% of the 13F portfolio, value $10,859,176.

    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 142,573 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,053,916.

    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).