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Orion Portfolio Solutions, LLC: BBUS position timeline

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

Orion Portfolio Solutions, LLC held 119,290 BBUS 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 119,290 shares
    Change vs previous 13F -10,584 shares

    0.12% of the 13F portfolio, value $12,035,203.

    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 129,874 shares
    Change vs previous 13F +2,588 shares

    0.14% of the 13F portfolio, value $13,756,222.

    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 127,286 shares
    Change vs previous 13F +7,245 shares

    0.13% of the 13F portfolio, value $13,184,233.

    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 120,041 shares
    Change vs previous 13F +9,565 shares

    0.12% of the 13F portfolio, value $11,778,409.

    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 110,476 shares
    Change vs previous 13F +9,355 shares

    0.11% of the 13F portfolio, value $10,432,206.

    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 101,121 shares
    Change vs previous 13F -1,211 shares

    0.1% of the 13F portfolio, value $8,668,112.

    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 102,332 shares
    Change vs previous 13F +19,375 shares

    0.1% of the 13F portfolio, value $7,887,757.

    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 82,957 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,612,489.

    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).