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
- period ended2025-03-3113F/A 47,527 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,519 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 46,013 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 40,916 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 32,594 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 31,143 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 29,735 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 25,303 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).