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Orion Portfolio Solutions, LLC: FOLD position timeline

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

Orion Portfolio Solutions, LLC held 0 FOLD 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 0 shares
    Change vs previous 13F -84,693 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 84,693 shares
    Change vs previous 13F -7,955 shares

    0.01% of the 13F portfolio, value $797,808.

    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 92,648 shares
    Change vs previous 13F -54,140 shares

    0.01% of the 13F portfolio, value $989,481.

    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 146,788 shares
    Change vs previous 13F -5,399 shares

    0.02% of the 13F portfolio, value $1,456,137.

    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 152,187 shares
    Change vs previous 13F +12,559 shares

    0.02% of the 13F portfolio, value $1,792,763.

    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 139,628 shares
    Change vs previous 13F -14,731 shares

    0.02% of the 13F portfolio, value $1,963,170.

    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 154,359 shares
    Change vs previous 13F -5,157 shares

    0.02% of the 13F portfolio, value $1,877,005.

    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 159,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,003,521.

    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).