Orion Portfolio Solutions, LLC: DOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on DOW, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 34,325 DOW shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 34,325 sharesChange vs previous 13F -474 shares
0.01% of the 13F portfolio, value $1,198,633.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,799 sharesChange vs previous 13F +2,050 shares
0.01% of the 13F portfolio, value $1,396,487.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,749 sharesChange vs previous 13F -15,119 shares
0.02% of the 13F portfolio, value $1,789,074.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 47,868 sharesChange vs previous 13F +12,438 shares
0.03% of the 13F portfolio, value $2,539,396.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 35,430 sharesChange vs previous 13F +1,139 shares
0.02% of the 13F portfolio, value $2,052,508.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 34,291 sharesChange vs previous 13F -4,997 shares
0.02% of the 13F portfolio, value $1,888,725.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 39,288 sharesChange vs previous 13F -3,517 shares
0.02% of the 13F portfolio, value $2,025,732.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 42,805 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,279,780.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).