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
- period ended2025-03-3113F/A 60,112 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,010 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 53,426 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 68,274 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 55,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 62,708 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 62,458 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).