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Orion Portfolio Solutions, LLC: DRI position timeline

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

Orion Portfolio Solutions, LLC held 2,741 DRI 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 2,741 shares
    Change vs previous 13F -3,102 shares

    0.01% of the 13F portfolio, value $569,424.

    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 5,843 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $1,090,906.

    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 5,410 shares
    Change vs previous 13F -1,782 shares

    0.01% of the 13F portfolio, value $888,002.

    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 7,192 shares
    Change vs previous 13F +153 shares

    0.01% of the 13F portfolio, value $1,088,357.

    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 7,039 shares
    Change vs previous 13F +3,523 shares

    0.01% of the 13F portfolio, value $1,176,637.

    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 3,516 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $576,506.

    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 2,175 shares
    Change vs previous 13F -1,356 shares

    <0.01% of the 13F portfolio, value $311,504.

    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 3,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $589,997.

    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).