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Orion Porfolio Solutions, LLC: XDSQ position timeline

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

Orion Porfolio Solutions, LLC held 123,855 XDSQ 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 123,855 shares
    Change vs previous 13F +19,064 shares

    0.04% of the 13F portfolio, value $5,320,229.

    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 104,791 shares
    Change vs previous 13F +3,723 shares

    0.04% of the 13F portfolio, value $4,148,036.

    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 101,068 shares
    Change vs previous 13F +12,660 shares

    0.03% of the 13F portfolio, value $4,206,450.

    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 88,408 shares
    Change vs previous 13F +13,177 shares

    0.03% of the 13F portfolio, value $3,523,934.

    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 75,231 shares
    Change vs previous 13F +55,331 shares

    0.02% of the 13F portfolio, value $2,812,135.

    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 19,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $691,756.

    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).