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Orion Portfolio Solutions, LLC: FISV position timeline

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

Orion Portfolio Solutions, LLC held 56,254 FISV 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 56,254 shares
    Change vs previous 13F -369,082 shares

    0.12% of the 13F portfolio, value $12,422,571.

    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 425,336 shares
    Change vs previous 13F +384,263 shares

    1.79% of the 13F portfolio, value $179,278,980.

    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 41,073 shares
    Change vs previous 13F -4,935 shares

    0.07% of the 13F portfolio, value $7,378,765.

    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 46,008 shares
    Change vs previous 13F -3,200 shares

    0.07% of the 13F portfolio, value $6,857,032.

    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 49,208 shares
    Change vs previous 13F -7,318 shares

    0.08% of the 13F portfolio, value $7,864,422.

    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 56,526 shares
    Change vs previous 13F +343 shares

    0.09% of the 13F portfolio, value $7,644,011.

    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 56,183 shares
    Change vs previous 13F -7,710 shares

    0.08% of the 13F portfolio, value $6,346,432.

    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 63,893 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,060,039.

    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).