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Orion Portfolio Solutions, LLC: AAPL position timeline

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

Orion Portfolio Solutions, LLC held 959,240 AAPL shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 959,240 shares
    Change vs previous 13F +905,335 shares

    2.09% of the 13F portfolio, value $213,075,908.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 53,905 shares
    Change vs previous 13F -830,587 shares

    0.09% of the 13F portfolio, value $8,766,624.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 884,492 shares
    Change vs previous 13F +57,684 shares

    2.05% of the 13F portfolio, value $206,086,498.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 826,808 shares
    Change vs previous 13F +80,816 shares

    1.84% of the 13F portfolio, value $174,142,287.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 745,992 shares
    Change vs previous 13F -37,267 shares

    1.37% of the 13F portfolio, value $127,922,715.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 783,259 shares
    Change vs previous 13F -16,200 shares

    1.69% of the 13F portfolio, value $145,341,602.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 799,459 shares
    Change vs previous 13F +275,156 shares

    1.65% of the 13F portfolio, value $136,875,340.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 524,303 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $164,083,372.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).