Orion Portfolio Solutions, LLC: FEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on FEP, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 30,827 FEP 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 30,827 sharesChange vs previous 13F -571 shares
0.01% of the 13F portfolio, value $1,258,670.
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 31,398 sharesChange vs previous 13F +1,311 shares
0.01% of the 13F portfolio, value $1,124,510.
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 30,087 sharesChange vs previous 13F +3,697 shares
0.01% of the 13F portfolio, value $1,171,585.
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 26,390 sharesChange vs previous 13F +6,129 shares
0.01% of the 13F portfolio, value $971,408.
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 20,261 sharesChange vs previous 13F +2,074 shares
0.01% of the 13F portfolio, value $761,408.
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 18,187 sharesChange vs previous 13F +1,436 shares
0.01% of the 13F portfolio, value $662,202.
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 16,751 sharesChange vs previous 13F +3,933 shares
0.01% of the 13F portfolio, value $552,956.
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 12,818 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $441,204.
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).