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Orion Portfolio Solutions, LLC: BSJQ position timeline

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

Orion Portfolio Solutions, LLC held 51,876 BSJQ 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 51,876 shares
    Change vs previous 13F +189 shares

    0.01% of the 13F portfolio, value $1,203,013.

    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 51,687 shares
    Change vs previous 13F +2,502 shares

    0.01% of the 13F portfolio, value $1,203,008.

    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 49,185 shares
    Change vs previous 13F -530 shares

    0.01% of the 13F portfolio, value $1,153,635.

    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 49,715 shares
    Change vs previous 13F +4,204 shares

    0.01% of the 13F portfolio, value $1,146,681.

    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 45,511 shares
    Change vs previous 13F +4,773 shares

    0.01% of the 13F portfolio, value $1,054,945.

    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 40,738 shares
    Change vs previous 13F -89,499 shares

    0.01% of the 13F portfolio, value $942,270.

    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 130,237 shares
    Change vs previous 13F +52,662 shares

    0.04% of the 13F portfolio, value $2,947,263.

    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 77,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,768,710.

    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).