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Orion Portfolio Solutions, LLC: C position timeline

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

Orion Portfolio Solutions, LLC held 106,072 C 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 106,072 shares
    Change vs previous 13F +3,379 shares

    0.07% of the 13F portfolio, value $7,530,050.

    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 102,693 shares
    Change vs previous 13F -128 shares

    0.07% of the 13F portfolio, value $7,228,568.

    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 102,821 shares
    Change vs previous 13F -5,174 shares

    0.06% of the 13F portfolio, value $6,436,584.

    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 107,995 shares
    Change vs previous 13F -3,519 shares

    0.07% of the 13F portfolio, value $6,853,367.

    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 111,514 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $7,052,116.

    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 111,487 shares
    Change vs previous 13F +2,730 shares

    0.07% of the 13F portfolio, value $6,021,397.

    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 108,757 shares
    Change vs previous 13F -12,222 shares

    0.05% of the 13F portfolio, value $4,473,154.

    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 120,979 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,569,838.

    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).