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Orion Porfolio Solutions, LLC: XLF position timeline

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

Orion Porfolio Solutions, LLC held 56,823 XLF 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 56,823 shares
    Change vs previous 13F -12,393 shares

    0.02% of the 13F portfolio, value $3,046,291.

    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 69,216 shares
    Change vs previous 13F -52,501 shares

    0.03% of the 13F portfolio, value $3,417,165.

    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 121,717 shares
    Change vs previous 13F +34,107 shares

    0.05% of the 13F portfolio, value $6,666,445.

    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 87,610 shares
    Change vs previous 13F +19,620 shares

    0.04% of the 13F portfolio, value $4,719,542.

    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 67,990 shares
    Change vs previous 13F +3,648 shares

    0.03% of the 13F portfolio, value $3,560,607.

    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 64,342 shares
    Change vs previous 13F +13,145 shares

    0.03% of the 13F portfolio, value $3,204,873.

    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 51,197 shares
    Change vs previous 13F +10,775 shares

    0.02% of the 13F portfolio, value $2,474,331.

    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 40,422 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,831,909.

    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).