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Orion Portfolio Solutions, LLC: ACN position timeline

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

Orion Portfolio Solutions, LLC held 62,157 ACN 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 62,157 shares
    Change vs previous 13F -364 shares

    0.19% of the 13F portfolio, value $19,395,477.

    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 62,521 shares
    Change vs previous 13F -6,496 shares

    0.22% of the 13F portfolio, value $21,994,189.

    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 69,017 shares
    Change vs previous 13F -5,048 shares

    0.24% of the 13F portfolio, value $24,396,140.

    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 74,065 shares
    Change vs previous 13F -5,165 shares

    0.24% of the 13F portfolio, value $22,472,212.

    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 79,230 shares
    Change vs previous 13F -4,265 shares

    0.29% of the 13F portfolio, value $27,461,816.

    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 83,495 shares
    Change vs previous 13F -494 shares

    0.33% of the 13F portfolio, value $28,417,343.

    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 83,989 shares
    Change vs previous 13F -10,733 shares

    0.31% of the 13F portfolio, value $25,793,910.

    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 94,722 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $29,229,234.

    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).