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Orion Portfolio Solutions, LLC: FNDF position timeline

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

Orion Portfolio Solutions, LLC held 1,428,631 FNDF 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 1,428,631 shares
    Change vs previous 13F -72,710 shares

    0.51% of the 13F portfolio, value $51,630,722.

    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 1,501,341 shares
    Change vs previous 13F -4,936 shares

    0.5% of the 13F portfolio, value $49,859,534.

    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 1,506,277 shares
    Change vs previous 13F -104,776 shares

    0.56% of the 13F portfolio, value $56,289,586.

    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 1,611,053 shares
    Change vs previous 13F +128,010 shares

    0.6% of the 13F portfolio, value $56,435,168.

    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 1,483,043 shares
    Change vs previous 13F -214,992 shares

    0.57% of the 13F portfolio, value $52,811,149.

    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 1,698,035 shares
    Change vs previous 13F +131,963 shares

    0.66% of the 13F portfolio, value $57,240,749.

    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 1,566,072 shares
    Change vs previous 13F -1,472,144 shares

    0.6% of the 13F portfolio, value $49,597,521.

    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 3,038,216 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $98,103,972.

    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).