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Orion Portfolio Solutions, LLC: COO position timeline

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

Orion Portfolio Solutions, LLC held 10,270 COO 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 10,270 shares
    Change vs previous 13F -751 shares

    0.01% of the 13F portfolio, value $866,276.

    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 11,021 shares
    Change vs previous 13F -333 shares

    0.01% of the 13F portfolio, value $1,013,163.

    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 11,354 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $1,252,815.

    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 11,744 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,025,263.

    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).