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Orion Portfolio Solutions, LLC: BR position timeline

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

Orion Portfolio Solutions, LLC held 15,210 BR 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 15,210 shares
    Change vs previous 13F -1,017 shares

    0.04% of the 13F portfolio, value $3,687,871.

    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 16,227 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $3,668,710.

    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 16,209 shares
    Change vs previous 13F -639 shares

    0.03% of the 13F portfolio, value $3,485,273.

    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 16,848 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $3,319,086.

    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 16,889 shares
    Change vs previous 13F -208 shares

    0.04% of the 13F portfolio, value $3,459,970.

    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 17,097 shares
    Change vs previous 13F -1,993 shares

    0.04% of the 13F portfolio, value $3,419,397.

    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 19,090 shares
    Change vs previous 13F -1,502 shares

    0.04% of the 13F portfolio, value $3,418,040.

    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 20,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,410,541.

    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).