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Orion Portfolio Solutions, LLC: BNY position timeline

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

Orion Portfolio Solutions, LLC held 34,184 BNY 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 34,184 shares
    Change vs previous 13F +2,106 shares

    0.03% of the 13F portfolio, value $2,867,077.

    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 32,078 shares
    Change vs previous 13F -7,790 shares

    0.02% of the 13F portfolio, value $2,464,539.

    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 39,868 shares
    Change vs previous 13F +879 shares

    0.03% of the 13F portfolio, value $2,864,888.

    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 38,989 shares
    Change vs previous 13F +1,218 shares

    0.02% of the 13F portfolio, value $2,335,059.

    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 37,771 shares
    Change vs previous 13F -7,276 shares

    0.02% of the 13F portfolio, value $2,176,352.

    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 45,047 shares
    Change vs previous 13F +7,096 shares

    0.03% of the 13F portfolio, value $2,373,941.

    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 37,951 shares
    Change vs previous 13F -7,490 shares

    0.02% of the 13F portfolio, value $1,618,593.

    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 45,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,023,014.

    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).