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
- period ended2025-03-3113F/A 106,072 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 102,693 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 102,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 107,995 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 111,514 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 111,487 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 108,757 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 120,979 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).