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Orion Portfolio Solutions, LLC: AIT position timeline

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

Orion Portfolio Solutions, LLC held 6,205 AIT 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 6,205 shares
    Change vs previous 13F +2,218 shares

    0.01% of the 13F portfolio, value $1,398,347.

    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 3,987 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $954,806.

    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 4,035 shares
    Change vs previous 13F +1,984 shares

    0.01% of the 13F portfolio, value $900,337.

    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 2,051 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $397,894.

    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 2,240 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $442,512.

    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 1,713 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $286,482.

    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 1,644 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $254,179.

    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 1,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,494.

    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).