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Orion Portfolio Solutions, LLC: DOX position timeline

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

Orion Portfolio Solutions, LLC held 47,527 DOX 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 47,527 shares
    Change vs previous 13F -2,992 shares

    0.04% of the 13F portfolio, value $4,348,761.

    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 50,519 shares
    Change vs previous 13F +4,506 shares

    0.04% of the 13F portfolio, value $4,301,174.

    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 46,013 shares
    Change vs previous 13F +5,097 shares

    0.04% of the 13F portfolio, value $4,025,219.

    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 40,916 shares
    Change vs previous 13F +8,322 shares

    0.03% of the 13F portfolio, value $3,229,066.

    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 32,594 shares
    Change vs previous 13F +1,451 shares

    0.03% of the 13F portfolio, value $2,945,538.

    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 31,143 shares
    Change vs previous 13F +1,408 shares

    0.03% of the 13F portfolio, value $2,776,104.

    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 29,735 shares
    Change vs previous 13F +4,432 shares

    0.03% of the 13F portfolio, value $2,512,335.

    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 25,303 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,501,225.

    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).