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Orion Porfolio Solutions, LLC: XDQQ position timeline

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

Orion Porfolio Solutions, LLC held 103,529 XDQQ 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 103,529 shares
    Change vs previous 13F +15,734 shares

    0.03% of the 13F portfolio, value $4,215,701.

    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 87,795 shares
    Change vs previous 13F +2,469 shares

    0.03% of the 13F portfolio, value $3,247,967.

    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 85,326 shares
    Change vs previous 13F +10,199 shares

    0.02% of the 13F portfolio, value $3,373,790.

    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 75,127 shares
    Change vs previous 13F +9,804 shares

    0.02% of the 13F portfolio, value $2,840,552.

    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 65,323 shares
    Change vs previous 13F +46,791 shares

    0.02% of the 13F portfolio, value $2,280,426.

    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 18,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $590,042.

    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).