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Orion Portfolio Solutions, LLC: FID position timeline

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

Orion Portfolio Solutions, LLC held 69,266 FID 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 69,266 shares
    Change vs previous 13F -2,142 shares

    0.01% of the 13F portfolio, value $1,194,834.

    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 71,408 shares
    Change vs previous 13F +2,516 shares

    0.01% of the 13F portfolio, value $1,162,514.

    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 68,892 shares
    Change vs previous 13F -6,518 shares

    0.01% of the 13F portfolio, value $1,209,744.

    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 75,410 shares
    Change vs previous 13F -4,609 shares

    0.01% of the 13F portfolio, value $1,185,450.

    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 80,019 shares
    Change vs previous 13F -6,658 shares

    0.01% of the 13F portfolio, value $1,276,303.

    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 86,677 shares
    Change vs previous 13F -12,246 shares

    0.02% of the 13F portfolio, value $1,394,633.

    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 98,923 shares
    Change vs previous 13F -17,815 shares

    0.02% of the 13F portfolio, value $1,453,179.

    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 116,738 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,795,430.

    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).