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
- period ended2025-03-3113F/A 47,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,071 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,047 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 51,596 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 55,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 60,028 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 68,556 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 80,896 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).