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Orion Portfolio Solutions, LLC: DFGX position timeline

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

Orion Portfolio Solutions, LLC held 58,738 DFGX 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 58,738 shares
    Change vs previous 13F +5,066 shares

    0.03% of the 13F portfolio, value $3,069,057.

    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 53,672 shares
    Change vs previous 13F +11,691 shares

    0.03% of the 13F portfolio, value $2,808,112.

    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 41,981 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $2,271,590.

    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 43,083 shares
    Change vs previous 13F +8,726 shares

    0.02% of the 13F portfolio, value $2,263,131.

    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 34,357 shares
    Change vs previous 13F -2,392 shares

    0.02% of the 13F portfolio, value $1,821,397.

    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 36,749 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,924,801.

    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).