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Orion Portfolio Solutions, LLC: DEO position timeline

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

Orion Portfolio Solutions, LLC held 83,143 DEO 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 83,143 shares
    Change vs previous 13F +24,549 shares

    0.09% of the 13F portfolio, value $8,712,568.

    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 58,594 shares
    Change vs previous 13F -15,170 shares

    0.07% of the 13F portfolio, value $7,449,138.

    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 73,764 shares
    Change vs previous 13F +5,483 shares

    0.1% of the 13F portfolio, value $10,351,962.

    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 68,281 shares
    Change vs previous 13F -11,211 shares

    0.09% of the 13F portfolio, value $8,608,843.

    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 79,492 shares
    Change vs previous 13F +2,476 shares

    0.13% of the 13F portfolio, value $11,823,606.

    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 77,016 shares
    Change vs previous 13F -10,643 shares

    0.13% of the 13F portfolio, value $11,013,240.

    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 87,659 shares
    Change vs previous 13F -5,144 shares

    0.16% of the 13F portfolio, value $13,076,903.

    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 92,803 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,099,425.

    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).