Orion Portfolio Solutions, LLC: BOTZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on BOTZ, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 55,750 BOTZ shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 55,750 sharesChange vs previous 13F +10,093 shares
0.02% of the 13F portfolio, value $1,586,634.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,657 sharesChange vs previous 13F +5,672 shares
0.01% of the 13F portfolio, value $1,458,730.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,985 sharesChange vs previous 13F +8,277 shares
0.01% of the 13F portfolio, value $1,285,506.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 31,708 sharesChange vs previous 13F +2,164 shares
0.01% of the 13F portfolio, value $978,194.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 29,544 sharesChange vs previous 13F -5,417 shares
0.01% of the 13F portfolio, value $939,795.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 34,961 sharesChange vs previous 13F +9,399 shares
0.01% of the 13F portfolio, value $968,420.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 25,562 sharesChange vs previous 13F +2,910 shares
0.01% of the 13F portfolio, value $631,893.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 22,652 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $651,018.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).