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Orion Portfolio Solutions, LLC: DFGR position timeline

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

Orion Portfolio Solutions, LLC held 30,820 DFGR 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 30,820 shares
    Change vs previous 13F +10,703 shares

    0.01% of the 13F portfolio, value $809,335.

    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 20,117 shares
    Change vs previous 13F +1,638 shares

    0.01% of the 13F portfolio, value $513,796.

    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 18,479 shares
    Change vs previous 13F -3,865 shares

    0.01% of the 13F portfolio, value $533,302.

    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 22,344 shares
    Change vs previous 13F +3,709 shares

    0.01% of the 13F portfolio, value $558,382.

    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 18,635 shares
    Change vs previous 13F +2,203 shares

    0.01% of the 13F portfolio, value $475,747.

    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 16,432 shares
    Change vs previous 13F -504 shares

    <0.01% of the 13F portfolio, value $424,766.

    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 16,936 shares
    Change vs previous 13F +2,436 shares

    <0.01% of the 13F portfolio, value $379,525.

    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 14,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,643.

    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).