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
- period ended2025-03-3113F/A 90,342 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,358 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 13,054 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 14,248 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 13,886 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 18,613 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 20,058 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).