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Orion Portfolio Solutions, LLC: FIS position timeline

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

Orion Portfolio Solutions, LLC held 114,205 FIS 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 114,205 shares
    Change vs previous 13F -10,938 shares

    0.08% of the 13F portfolio, value $8,528,883.

    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 125,143 shares
    Change vs previous 13F -1,311 shares

    0.1% of the 13F portfolio, value $10,107,855.

    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 126,454 shares
    Change vs previous 13F -7,458 shares

    0.11% of the 13F portfolio, value $10,590,508.

    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 133,912 shares
    Change vs previous 13F -7,933 shares

    0.11% of the 13F portfolio, value $10,091,668.

    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 141,845 shares
    Change vs previous 13F +29,923 shares

    0.11% of the 13F portfolio, value $10,522,066.

    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 111,922 shares
    Change vs previous 13F -62,307 shares

    0.08% of the 13F portfolio, value $7,090,235.

    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 174,229 shares
    Change vs previous 13F +18,242 shares

    0.12% of the 13F portfolio, value $9,629,613.

    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 155,987 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,532,485.

    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).