Skip to content
Disclosery

Orion Portfolio Solutions, LLC: EFIV position timeline

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

Orion Portfolio Solutions, LLC held 0 EFIV shares at 2024-03-31 per its 13F-HR filed 2024-05-09.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -7,485 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 7,485 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $345,356.

    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).

  3. period ended2023-09-30
    13F 8,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,529.

    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).