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Orion Portfolio Solutions, LLC: ADSK position timeline

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

Orion Portfolio Solutions, LLC held 40,489 ADSK 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 40,489 shares
    Change vs previous 13F +18,323 shares

    0.1% of the 13F portfolio, value $10,600,021.

    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 22,166 shares
    Change vs previous 13F -26,078 shares

    0.01% of the 13F portfolio, value $1,341,051.

    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 48,244 shares
    Change vs previous 13F -3,837 shares

    0.13% of the 13F portfolio, value $13,290,369.

    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 52,081 shares
    Change vs previous 13F -24,082 shares

    0.14% of the 13F portfolio, value $12,887,544.

    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 76,163 shares
    Change vs previous 13F -5,484 shares

    0.21% of the 13F portfolio, value $19,834,475.

    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 81,647 shares
    Change vs previous 13F -3,003 shares

    0.22% of the 13F portfolio, value $19,223,929.

    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 84,650 shares
    Change vs previous 13F -3,217 shares

    0.21% of the 13F portfolio, value $17,515,016.

    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 87,867 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,978,549.

    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).