Skip to content

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

  1. period ended2025-03-31
    13F/A 37,813 shares
    Change 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), ingested

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

  2. period ended2024-12-31
    13F 36,771 shares
    Change 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), ingested

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

  3. period ended2024-09-30
    13F 35,039 shares
    Change 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), ingested

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

  4. period ended2024-06-30
    13F 40,352 shares
    Change 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), ingested

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

  5. period ended2024-03-31
    13F 43,666 shares
    Change 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), ingested

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

  6. period ended2023-12-31
    13F 47,296 shares
    Change 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), ingested

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

  7. period ended2023-09-30
    13F 48,010 shares
    Change 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), ingested

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

  8. period ended2023-06-30
    13F/A 67,638 shares
    Change 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), ingested

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