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Orion Portfolio Solutions, LLC: BSJR position timeline

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

Orion Portfolio Solutions, LLC held 66,075 BSJR 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 66,075 shares
    Change vs previous 13F +3,432 shares

    0.01% of the 13F portfolio, value $1,480,397.

    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 62,643 shares
    Change vs previous 13F -3,070 shares

    0.01% of the 13F portfolio, value $1,403,203.

    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 65,713 shares
    Change vs previous 13F +2,849 shares

    0.01% of the 13F portfolio, value $1,491,685.

    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 62,864 shares
    Change vs previous 13F +4,009 shares

    0.01% of the 13F portfolio, value $1,388,301.

    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 58,855 shares
    Change vs previous 13F +6,728 shares

    0.01% of the 13F portfolio, value $1,309,524.

    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 52,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,161,869.

    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).