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Orion Portfolio Solutions, LLC: DGX position timeline

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

Orion Portfolio Solutions, LLC held 20,574 DGX 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 20,574 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $3,481,180.

    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 20,862 shares
    Change vs previous 13F +1,125 shares

    0.03% of the 13F portfolio, value $3,147,267.

    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 19,737 shares
    Change vs previous 13F +3,837 shares

    0.03% of the 13F portfolio, value $3,064,172.

    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 15,900 shares
    Change vs previous 13F -560 shares

    0.02% of the 13F portfolio, value $2,176,394.

    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 16,460 shares
    Change vs previous 13F -3,184 shares

    0.02% of the 13F portfolio, value $2,190,993.

    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 19,644 shares
    Change vs previous 13F -1,237 shares

    0.03% of the 13F portfolio, value $2,781,610.

    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 20,881 shares
    Change vs previous 13F -692 shares

    0.03% of the 13F portfolio, value $2,544,569.

    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 21,573 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,032,350.

    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).