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Orion Portfolio Solutions, LLC: DCI position timeline

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

Orion Portfolio Solutions, LLC held 30,741 DCI 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 30,741 shares
    Change vs previous 13F -1,279 shares

    0.02% of the 13F portfolio, value $2,061,507.

    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 32,020 shares
    Change vs previous 13F +9,159 shares

    0.02% of the 13F portfolio, value $2,156,530.

    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 22,861 shares
    Change vs previous 13F -1,324 shares

    0.02% of the 13F portfolio, value $1,684,854.

    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 24,185 shares
    Change vs previous 13F -1,913 shares

    0.02% of the 13F portfolio, value $1,730,658.

    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 26,098 shares
    Change vs previous 13F -1,590 shares

    0.02% of the 13F portfolio, value $1,949,030.

    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 27,688 shares
    Change vs previous 13F -1,813 shares

    0.02% of the 13F portfolio, value $1,734,407.

    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 29,501 shares
    Change vs previous 13F -1,974 shares

    0.02% of the 13F portfolio, value $1,759,432.

    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 31,475 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,967,498.

    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).