Skip to content

Orion Portfolio Solutions, LLC: DORM position timeline

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

Orion Portfolio Solutions, LLC held 23,478 DORM 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 23,478 shares
    Change vs previous 13F +4,317 shares

    0.03% of the 13F portfolio, value $2,830,038.

    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 19,161 shares
    Change vs previous 13F -1,062 shares

    0.02% of the 13F portfolio, value $2,482,308.

    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 20,223 shares
    Change vs previous 13F +7,586 shares

    0.02% of the 13F portfolio, value $2,287,626.

    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 12,637 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $1,156,033.

    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 13,659 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $1,316,591.

    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 13,545 shares
    Change vs previous 13F -2,541 shares

    0.01% of the 13F portfolio, value $1,096,739.

    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 16,086 shares
    Change vs previous 13F -592 shares

    0.01% of the 13F portfolio, value $1,218,675.

    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 16,678 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,314,727.

    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).