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Orion Portfolio Solutions, LLC: DOCS position timeline

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

Orion Portfolio Solutions, LLC held 20,547 DOCS 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 20,547 shares
    Change vs previous 13F +2,063 shares

    0.01% of the 13F portfolio, value $1,192,343.

    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 18,484 shares
    Change vs previous 13F +12,509 shares

    0.01% of the 13F portfolio, value $986,861.

    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 5,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,331.

    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).