Orion Portfolio Solutions, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on DSI, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 37,813 DSI 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 37,813 sharesChange vs previous 13F +1,042 shares
0.04% of the 13F portfolio, value $3,872,507.
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 36,771 sharesChange vs previous 13F +1,732 shares
0.04% of the 13F portfolio, value $4,053,913.
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 35,039 sharesChange vs previous 13F -5,313 shares
0.04% of the 13F portfolio, value $3,811,914.
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 40,352 sharesChange vs previous 13F -3,314 shares
0.04% of the 13F portfolio, value $4,190,593.
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 43,666 sharesChange vs previous 13F -3,630 shares
0.05% of the 13F portfolio, value $4,401,967.
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 47,296 sharesChange vs previous 13F -714 shares
0.05% of the 13F portfolio, value $4,297,786.
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 48,010 sharesChange vs previous 13F -19,628 shares
0.05% of the 13F portfolio, value $3,908,513.
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 67,638 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $5,693,112.
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).