Skip to content

Orion Portfolio Solutions, LLC: ARES position timeline

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

Orion Portfolio Solutions, LLC held 8,305 ARES 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 8,305 shares
    Change vs previous 13F -2,340 shares

    0.01% of the 13F portfolio, value $1,217,667.

    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 10,645 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $1,884,607.

    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 11,146 shares
    Change vs previous 13F +1,249 shares

    0.02% of the 13F portfolio, value $1,737,023.

    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 9,897 shares
    Change vs previous 13F -1,268 shares

    0.01% of the 13F portfolio, value $1,319,016.

    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 11,165 shares
    Change vs previous 13F -13,345 shares

    0.02% of the 13F portfolio, value $1,484,758.

    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 24,510 shares
    Change vs previous 13F -2,124 shares

    0.03% of the 13F portfolio, value $2,915,496.

    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 26,634 shares
    Change vs previous 13F -1,925 shares

    0.03% of the 13F portfolio, value $2,739,799.

    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 28,559 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,751,631.

    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).