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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

  1. period ended2025-03-31
    13F/A 19,533 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 19,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 19,522 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 20,734 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 22,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 23,513 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 25,163 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 27,273 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).