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Orion Portfolio Solutions, LLC: FNDX position timeline

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

Orion Portfolio Solutions, LLC held 90,342 FNDX 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 90,342 shares
    Change vs previous 13F +19,984 shares

    0.02% of the 13F portfolio, value $2,132,981.

    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 70,358 shares
    Change vs previous 13F +53,198 shares

    0.02% of the 13F portfolio, value $1,666,070.

    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 17,160 shares
    Change vs previous 13F +4,106 shares

    0.01% of the 13F portfolio, value $1,231,400.

    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 13,054 shares
    Change vs previous 13F -1,194 shares

    0.01% of the 13F portfolio, value $874,329.

    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 14,248 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $960,140.

    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 13,886 shares
    Change vs previous 13F -4,727 shares

    0.01% of the 13F portfolio, value $861,318.

    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 18,613 shares
    Change vs previous 13F -1,445 shares

    0.01% of the 13F portfolio, value $1,041,742.

    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 20,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,154,710.

    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).