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Orion Portfolio Solutions, LLC: CLIP position timeline

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

Orion Portfolio Solutions, LLC held 110,155 CLIP 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 110,155 shares
    Change vs previous 13F +14,005 shares

    0.11% of the 13F portfolio, value $11,063,923.

    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 96,150 shares
    Change vs previous 13F +12,379 shares

    0.1% of the 13F portfolio, value $9,624,641.

    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 83,771 shares
    Change vs previous 13F +45,412 shares

    0.08% of the 13F portfolio, value $8,418,986.

    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 38,359 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,853,929.

    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).