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Orion Portfolio Solutions, LLC: DFUS position timeline

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

Orion Portfolio Solutions, LLC held 45,621 DFUS 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 45,621 shares
    Change vs previous 13F +423 shares

    0.03% of the 13F portfolio, value $2,759,158.

    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 45,198 shares
    Change vs previous 13F -297 shares

    0.03% of the 13F portfolio, value $2,881,373.

    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 45,495 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $2,829,789.

    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 45,720 shares
    Change vs previous 13F -367 shares

    0.03% of the 13F portfolio, value $2,690,622.

    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 46,087 shares
    Change vs previous 13F +4,267 shares

    0.03% of the 13F portfolio, value $2,626,037.

    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 41,820 shares
    Change vs previous 13F -1,461 shares

    0.03% of the 13F portfolio, value $2,158,330.

    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 43,281 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $2,014,731.

    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 43,010 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,071,362.

    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).