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Orion Portfolio Solutions, LLC: APPF position timeline

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

Orion Portfolio Solutions, LLC held 13,757 APPF 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 13,757 shares
    Change vs previous 13F +6,161 shares

    0.03% of the 13F portfolio, value $3,025,164.

    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 7,596 shares
    Change vs previous 13F -166 shares

    0.02% of the 13F portfolio, value $1,874,085.

    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 7,762 shares
    Change vs previous 13F -1,319 shares

    0.02% of the 13F portfolio, value $1,827,175.

    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 9,081 shares
    Change vs previous 13F -947 shares

    0.02% of the 13F portfolio, value $2,220,940.

    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 10,028 shares
    Change vs previous 13F +395 shares

    0.03% of the 13F portfolio, value $2,474,309.

    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 9,633 shares
    Change vs previous 13F -745 shares

    0.02% of the 13F portfolio, value $1,614,570.

    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 10,378 shares
    Change vs previous 13F -763 shares

    0.02% of the 13F portfolio, value $1,895,334.

    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 11,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,917,812.

    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).