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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

  1. period ended2025-03-31
    13F/A 3,016 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 1,792 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 2,958 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 2,921 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 7,318 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 6,426 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 7,224 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 7,612 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).