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Orion Portfolio Solutions, LLC: FLEX position timeline

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

Orion Portfolio Solutions, LLC held 109,428 FLEX 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 109,428 shares
    Change vs previous 13F +40,770 shares

    0.04% of the 13F portfolio, value $3,619,878.

    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 68,658 shares
    Change vs previous 13F -18,172 shares

    0.03% of the 13F portfolio, value $2,635,781.

    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 86,830 shares
    Change vs previous 13F -11,142 shares

    0.03% of the 13F portfolio, value $2,902,727.

    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 97,972 shares
    Change vs previous 13F +14,631 shares

    0.03% of the 13F portfolio, value $2,889,194.

    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 83,341 shares
    Change vs previous 13F -3,202 shares

    0.03% of the 13F portfolio, value $2,384,386.

    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 86,543 shares
    Change vs previous 13F -8,085 shares

    0.02% of the 13F portfolio, value $2,054,531.

    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 94,628 shares
    Change vs previous 13F -27,687 shares

    0.03% of the 13F portfolio, value $2,553,063.

    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 122,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,380,787.

    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).