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Orion Portfolio Solutions, LLC: FDD position timeline

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

Orion Portfolio Solutions, LLC held 47,160 FDD 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 47,160 shares
    Change vs previous 13F -1,911 shares

    0.01% of the 13F portfolio, value $639,967.

    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 49,071 shares
    Change vs previous 13F +2,024 shares

    0.01% of the 13F portfolio, value $552,373.

    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 47,047 shares
    Change vs previous 13F -4,549 shares

    0.01% of the 13F portfolio, value $586,208.

    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 51,596 shares
    Change vs previous 13F -3,594 shares

    0.01% of the 13F portfolio, value $604,179.

    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 55,190 shares
    Change vs previous 13F -4,838 shares

    0.01% of the 13F portfolio, value $652,710.

    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 60,028 shares
    Change vs previous 13F -8,528 shares

    0.01% of the 13F portfolio, value $725,162.

    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 68,556 shares
    Change vs previous 13F -12,340 shares

    0.01% of the 13F portfolio, value $746,602.

    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 80,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $918,170.

    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).