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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

  1. period ended2025-03-31
    13F/A 41,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 60,273 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 56,121 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 53,357 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 51,853 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 56,072 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 64,548 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 62,605 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).