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Orion Portfolio Solutions, LLC: CASH position timeline

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

Orion Portfolio Solutions, LLC held 5,901 CASH 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 5,901 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $430,479.

    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 6,037 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $444,202.

    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 6,308 shares
    Change vs previous 13F +1,350 shares

    <0.01% of the 13F portfolio, value $416,391.

    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 4,958 shares
    Change vs previous 13F -528 shares

    <0.01% of the 13F portfolio, value $280,474.

    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 5,486 shares
    Change vs previous 13F -1,017 shares

    <0.01% of the 13F portfolio, value $276,933.

    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 6,503 shares
    Change vs previous 13F +1,841 shares

    <0.01% of the 13F portfolio, value $329,702.

    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 4,662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,872.

    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).