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Orion Portfolio Solutions, LLC: AZTA position timeline

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

Orion Portfolio Solutions, LLC held 35,518 AZTA 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 35,518 shares
    Change vs previous 13F +5,972 shares

    0.01% of the 13F portfolio, value $1,230,345.

    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 29,546 shares
    Change vs previous 13F -9,688 shares

    0.01% of the 13F portfolio, value $1,477,303.

    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 39,234 shares
    Change vs previous 13F -612 shares

    0.02% of the 13F portfolio, value $1,900,498.

    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 39,846 shares
    Change vs previous 13F +268 shares

    0.02% of the 13F portfolio, value $2,096,699.

    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 39,578 shares
    Change vs previous 13F -1,885 shares

    0.03% of the 13F portfolio, value $2,385,765.

    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 41,463 shares
    Change vs previous 13F -5,737 shares

    0.03% of the 13F portfolio, value $2,678,513.

    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 47,200 shares
    Change vs previous 13F -2,989 shares

    0.03% of the 13F portfolio, value $2,368,971.

    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 50,189 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,342,828.

    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).