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Orion Portfolio Solutions, LLC: DEM position timeline

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

Orion Portfolio Solutions, LLC held 117,276 DEM 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 117,276 shares
    Change vs previous 13F -7,863 shares

    0.05% of the 13F portfolio, value $4,934,973.

    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 125,139 shares
    Change vs previous 13F -5,053 shares

    0.05% of the 13F portfolio, value $5,066,901.

    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 130,192 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $5,729,753.

    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 130,073 shares
    Change vs previous 13F +638 shares

    0.06% of the 13F portfolio, value $5,633,451.

    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 129,435 shares
    Change vs previous 13F -8,490 shares

    0.06% of the 13F portfolio, value $5,415,552.

    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 137,925 shares
    Change vs previous 13F +5,042 shares

    0.06% of the 13F portfolio, value $5,532,179.

    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 132,883 shares
    Change vs previous 13F -84,813 shares

    0.06% of the 13F portfolio, value $4,980,470.

    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 217,696 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,330,215.

    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).