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Orion Portfolio Solutions, LLC: BTI position timeline

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

Orion Portfolio Solutions, LLC held 72,968 BTI 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 72,968 shares
    Change vs previous 13F +6,454 shares

    0.03% of the 13F portfolio, value $3,018,681.

    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 66,514 shares
    Change vs previous 13F +3,522 shares

    0.02% of the 13F portfolio, value $2,415,798.

    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 62,992 shares
    Change vs previous 13F +5,264 shares

    0.02% of the 13F portfolio, value $2,304,232.

    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 57,728 shares
    Change vs previous 13F +6,325 shares

    0.02% of the 13F portfolio, value $1,785,517.

    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 51,403 shares
    Change vs previous 13F +5,557 shares

    0.02% of the 13F portfolio, value $1,567,781.

    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 45,846 shares
    Change vs previous 13F +4,133 shares

    0.02% of the 13F portfolio, value $1,401,502.

    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 41,713 shares
    Change vs previous 13F -3,480 shares

    0.02% of the 13F portfolio, value $1,310,195.

    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 45,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,500,392.

    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).