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Orion Portfolio Solutions, LLC: DTM position timeline

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

Orion Portfolio Solutions, LLC held 16,816 DTM 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 16,816 shares
    Change vs previous 13F +3,966 shares

    0.02% of the 13F portfolio, value $1,622,408.

    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 12,850 shares
    Change vs previous 13F -9,563 shares

    0.01% of the 13F portfolio, value $1,277,759.

    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 22,413 shares
    Change vs previous 13F -21,500 shares

    0.02% of the 13F portfolio, value $1,762,954.

    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 43,913 shares
    Change vs previous 13F +2,028 shares

    0.03% of the 13F portfolio, value $3,119,174.

    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 41,885 shares
    Change vs previous 13F -5,762 shares

    0.03% of the 13F portfolio, value $2,559,166.

    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 47,647 shares
    Change vs previous 13F -1,411 shares

    0.03% of the 13F portfolio, value $2,572,950.

    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 49,058 shares
    Change vs previous 13F -2,314 shares

    0.03% of the 13F portfolio, value $2,596,163.

    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 51,372 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,546,509.

    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).