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Orion Portfolio Solutions, LLC: DES position timeline

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

Orion Portfolio Solutions, LLC held 35,483 DES 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 35,483 shares
    Change vs previous 13F -5,726 shares

    0.01% of the 13F portfolio, value $1,134,039.

    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 41,209 shares
    Change vs previous 13F -1,680 shares

    0.01% of the 13F portfolio, value $1,415,539.

    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 42,889 shares
    Change vs previous 13F -4,992 shares

    0.01% of the 13F portfolio, value $1,479,227.

    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 47,881 shares
    Change vs previous 13F -34,339 shares

    0.02% of the 13F portfolio, value $1,491,488.

    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 82,220 shares
    Change vs previous 13F -4,969 shares

    0.03% of the 13F portfolio, value $2,686,940.

    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 87,189 shares
    Change vs previous 13F -13,337 shares

    0.03% of the 13F portfolio, value $2,756,052.

    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 100,526 shares
    Change vs previous 13F -87,277 shares

    0.03% of the 13F portfolio, value $2,834,817.

    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 187,803 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,406,841.

    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).