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Orion Portfolio Solutions, LLC: BF-B position timeline

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

Orion Portfolio Solutions, LLC held 34,760 BF-B 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 34,760 shares
    Change vs previous 13F +6,995 shares

    0.01% of the 13F portfolio, value $1,179,738.

    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 27,765 shares
    Change vs previous 13F -5,384 shares

    0.01% of the 13F portfolio, value $1,054,502.

    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 33,149 shares
    Change vs previous 13F -3,577 shares

    0.02% of the 13F portfolio, value $1,630,907.

    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 36,726 shares
    Change vs previous 13F +2,906 shares

    0.02% of the 13F portfolio, value $1,586,212.

    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 33,820 shares
    Change vs previous 13F -3,156 shares

    0.02% of the 13F portfolio, value $1,745,777.

    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 36,976 shares
    Change vs previous 13F -11,371 shares

    0.02% of the 13F portfolio, value $2,059,213.

    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 48,347 shares
    Change vs previous 13F -3,602 shares

    0.03% of the 13F portfolio, value $2,789,156.

    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 51,949 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,469,129.

    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).