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Orion Portfolio Solutions, LLC: DFAT position timeline

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

Orion Portfolio Solutions, LLC held 60,112 DFAT 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 60,112 shares
    Change vs previous 13F +481 shares

    0.03% of the 13F portfolio, value $3,095,148.

    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 59,631 shares
    Change vs previous 13F +2,621 shares

    0.03% of the 13F portfolio, value $3,319,061.

    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 57,010 shares
    Change vs previous 13F +3,584 shares

    0.03% of the 13F portfolio, value $3,171,466.

    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 53,426 shares
    Change vs previous 13F -14,848 shares

    0.03% of the 13F portfolio, value $2,771,207.

    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 68,274 shares
    Change vs previous 13F +12,610 shares

    0.04% of the 13F portfolio, value $3,716,167.

    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 55,664 shares
    Change vs previous 13F -7,044 shares

    0.03% of the 13F portfolio, value $2,857,781.

    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 62,708 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $2,865,121.

    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 62,458 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,897,434.

    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).