Skip to content

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

  1. period ended2025-03-31
    13F/A 34,325 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 34,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 32,749 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 47,868 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 35,430 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 34,291 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 39,288 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 42,805 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).