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Orion Portfolio Solutions, LLC: ASX position timeline

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

Orion Portfolio Solutions, LLC held 143,445 ASX 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 143,445 shares
    Change vs previous 13F -41,583 shares

    0.01% of the 13F portfolio, value $1,256,575.

    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 185,028 shares
    Change vs previous 13F +45,883 shares

    0.02% of the 13F portfolio, value $1,863,229.

    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 139,145 shares
    Change vs previous 13F +12,780 shares

    0.01% of the 13F portfolio, value $1,358,051.

    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 126,365 shares
    Change vs previous 13F -35,236 shares

    0.02% of the 13F portfolio, value $1,443,087.

    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 161,601 shares
    Change vs previous 13F -777 shares

    0.02% of the 13F portfolio, value $1,775,994.

    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 162,378 shares
    Change vs previous 13F +78,951 shares

    0.02% of the 13F portfolio, value $1,428,926.

    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 83,427 shares
    Change vs previous 13F -1,625 shares

    0.01% of the 13F portfolio, value $627,371.

    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 85,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $662,554.

    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).