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Orion Portfolio Solutions, LLC: ASO position timeline

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

Orion Portfolio Solutions, LLC held 42,623 ASO 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 42,623 shares
    Change vs previous 13F +1,951 shares

    0.02% of the 13F portfolio, value $1,944,036.

    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 40,672 shares
    Change vs previous 13F -2,870 shares

    0.02% of the 13F portfolio, value $2,339,884.

    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 43,542 shares
    Change vs previous 13F -4,262 shares

    0.03% of the 13F portfolio, value $2,541,126.

    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 47,804 shares
    Change vs previous 13F +3,572 shares

    0.03% of the 13F portfolio, value $2,545,587.

    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 44,232 shares
    Change vs previous 13F +818 shares

    0.03% of the 13F portfolio, value $2,987,422.

    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 43,414 shares
    Change vs previous 13F +4,322 shares

    0.03% of the 13F portfolio, value $2,819,309.

    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 39,092 shares
    Change vs previous 13F +1,876 shares

    0.02% of the 13F portfolio, value $1,847,869.

    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 37,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,011,526.

    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).