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Orion Portfolio Solutions, LLC: BX position timeline

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

Orion Portfolio Solutions, LLC held 32,256 BX 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 32,256 shares
    Change vs previous 13F +2,541 shares

    0.04% of the 13F portfolio, value $4,508,653.

    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 29,715 shares
    Change vs previous 13F +1,259 shares

    0.05% of the 13F portfolio, value $5,123,344.

    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 28,456 shares
    Change vs previous 13F +982 shares

    0.04% of the 13F portfolio, value $4,357,384.

    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 27,474 shares
    Change vs previous 13F -6,748 shares

    0.04% of the 13F portfolio, value $3,401,302.

    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 34,222 shares
    Change vs previous 13F +6,131 shares

    0.05% of the 13F portfolio, value $4,495,684.

    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 28,091 shares
    Change vs previous 13F -2,195 shares

    0.04% of the 13F portfolio, value $3,436,634.

    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 30,286 shares
    Change vs previous 13F -8,159 shares

    0.04% of the 13F portfolio, value $3,244,825.

    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 38,445 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,574,145.

    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).