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Orion Portfolio Solutions, LLC: BSV position timeline

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

Orion Portfolio Solutions, LLC held 375,726 BSV 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 375,726 shares
    Change vs previous 13F +64,353 shares

    0.29% of the 13F portfolio, value $29,411,872.

    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 311,373 shares
    Change vs previous 13F +12,052 shares

    0.24% of the 13F portfolio, value $24,059,787.

    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 299,321 shares
    Change vs previous 13F -1,258 shares

    0.23% of the 13F portfolio, value $23,553,580.

    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 300,579 shares
    Change vs previous 13F +21,542 shares

    0.24% of the 13F portfolio, value $23,054,400.

    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 279,037 shares
    Change vs previous 13F +9,290 shares

    0.23% of the 13F portfolio, value $21,393,775.

    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 269,747 shares
    Change vs previous 13F -32,532 shares

    0.24% of the 13F portfolio, value $20,721,968.

    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 302,279 shares
    Change vs previous 13F -97,465 shares

    0.27% of the 13F portfolio, value $22,722,307.

    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 399,744 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $30,208,628.

    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).