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Orion Portfolio Solutions, LLC: ACWX position timeline

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

Orion Portfolio Solutions, LLC held 66,805 ACWX 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 66,805 shares
    Change vs previous 13F +4,636 shares

    0.04% of the 13F portfolio, value $3,704,356.

    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 62,169 shares
    Change vs previous 13F +46,748 shares

    0.03% of the 13F portfolio, value $3,242,752.

    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 15,421 shares
    Change vs previous 13F +4,671 shares

    0.01% of the 13F portfolio, value $882,411.

    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 10,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $571,168.

    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).