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Orion Portfolio Solutions, LLC: APD position timeline

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

Orion Portfolio Solutions, LLC held 32,681 APD 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 32,681 shares
    Change vs previous 13F -497,324 shares

    0.09% of the 13F portfolio, value $9,638,281.

    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 530,005 shares
    Change vs previous 13F +499,110 shares

    1.16% of the 13F portfolio, value $116,277,868.

    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 30,895 shares
    Change vs previous 13F -652 shares

    0.09% of the 13F portfolio, value $9,198,731.

    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 31,547 shares
    Change vs previous 13F -2,614 shares

    0.09% of the 13F portfolio, value $8,140,839.

    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 34,161 shares
    Change vs previous 13F +3,614 shares

    0.09% of the 13F portfolio, value $8,276,178.

    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 30,547 shares
    Change vs previous 13F -1,615 shares

    0.1% of the 13F portfolio, value $8,334,436.

    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 32,162 shares
    Change vs previous 13F -123 shares

    0.11% of the 13F portfolio, value $9,114,774.

    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 32,285 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,670,196.

    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).