Orion Portfolio Solutions, LLC: ALGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on ALGN, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 3,016 ALGN shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 3,016 sharesChange vs previous 13F +1,224 shares
<0.01% of the 13F portfolio, value $479,122.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,792 sharesChange vs previous 13F -1,166 shares
<0.01% of the 13F portfolio, value $373,650.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,958 sharesChange vs previous 13F +37 shares
0.01% of the 13F portfolio, value $752,279.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,921 sharesChange vs previous 13F -4,397 shares
0.01% of the 13F portfolio, value $705,217.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 7,318 sharesChange vs previous 13F +892 shares
0.03% of the 13F portfolio, value $2,399,719.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 6,426 sharesChange vs previous 13F -798 shares
0.02% of the 13F portfolio, value $1,760,339.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 7,224 sharesChange vs previous 13F -388 shares
0.03% of the 13F portfolio, value $2,205,708.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 7,612 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,691,996.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).