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Orion Portfolio Solutions, LLC: DFEM position timeline

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

Orion Portfolio Solutions, LLC held 117,915 DFEM 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 117,915 shares
    Change vs previous 13F +7,752 shares

    0.03% of the 13F portfolio, value $3,120,032.

    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 110,163 shares
    Change vs previous 13F +17,081 shares

    0.03% of the 13F portfolio, value $2,885,177.

    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 93,082 shares
    Change vs previous 13F +1,264 shares

    0.03% of the 13F portfolio, value $2,620,262.

    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 91,818 shares
    Change vs previous 13F +8,861 shares

    0.03% of the 13F portfolio, value $2,454,306.

    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 82,957 shares
    Change vs previous 13F +8,076 shares

    0.02% of the 13F portfolio, value $2,114,575.

    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 74,881 shares
    Change vs previous 13F -1,681 shares

    0.02% of the 13F portfolio, value $1,842,819.

    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 76,562 shares
    Change vs previous 13F +14,118 shares

    0.02% of the 13F portfolio, value $1,784,652.

    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 62,444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,501,790.

    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).