Orion Portfolio Solutions, LLC: ATR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on ATR, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 19,533 ATR shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 19,533 sharesChange vs previous 13F -128 shares
0.03% of the 13F portfolio, value $2,898,335.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,661 sharesChange vs previous 13F +139 shares
0.03% of the 13F portfolio, value $3,088,791.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,522 sharesChange vs previous 13F -1,212 shares
0.03% of the 13F portfolio, value $3,127,229.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 20,734 sharesChange vs previous 13F -1,965 shares
0.03% of the 13F portfolio, value $2,919,555.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 22,699 sharesChange vs previous 13F -814 shares
0.03% of the 13F portfolio, value $3,266,159.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 23,513 sharesChange vs previous 13F -1,650 shares
0.03% of the 13F portfolio, value $2,923,842.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 25,163 sharesChange vs previous 13F -2,110 shares
0.04% of the 13F portfolio, value $3,146,382.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 27,273 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,159,850.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).