Orion Portfolio Solutions, LLC: DFAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on DFAX, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 41,942 DFAX 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 41,942 sharesChange vs previous 13F -18,331 shares
0.01% of the 13F portfolio, value $1,098,870.
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 60,273 sharesChange vs previous 13F +4,152 shares
0.01% of the 13F portfolio, value $1,498,377.
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 56,121 sharesChange vs previous 13F +2,764 shares
0.02% of the 13F portfolio, value $1,515,817.
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 53,357 sharesChange vs previous 13F +1,504 shares
0.01% of the 13F portfolio, value $1,356,336.
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 51,853 sharesChange vs previous 13F -4,219 shares
0.01% of the 13F portfolio, value $1,319,128.
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 56,072 sharesChange vs previous 13F -8,476 shares
0.02% of the 13F portfolio, value $1,359,185.
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 64,548 sharesChange vs previous 13F +1,943 shares
0.02% of the 13F portfolio, value $1,453,621.
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 62,605 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,459,323.
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).