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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

  1. period ended2025-03-31
    13F/A 55,750 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 45,657 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 39,985 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 31,708 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 29,544 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 34,961 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 25,562 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 22,652 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).