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Orion Portfolio Solutions, LLC: BIZD position timeline

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

Orion Portfolio Solutions, LLC held 98,327 BIZD 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 98,327 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $1,647,969.

    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 98,391 shares
    Change vs previous 13F -12,012 shares

    0.02% of the 13F portfolio, value $1,636,233.

    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 110,403 shares
    Change vs previous 13F +3,151 shares

    0.02% of the 13F portfolio, value $1,828,269.

    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 107,252 shares
    Change vs previous 13F -195 shares

    0.02% of the 13F portfolio, value $1,835,082.

    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 107,447 shares
    Change vs previous 13F -2,199 shares

    0.02% of the 13F portfolio, value $1,815,860.

    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 109,646 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,806,971.

    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).