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Orion Portfolio Solutions, LLC: FSS position timeline

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

Orion Portfolio Solutions, LLC held 13,890 FSS 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 13,890 shares
    Change vs previous 13F +764 shares

    0.01% of the 13F portfolio, value $1,021,593.

    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 13,126 shares
    Change vs previous 13F -3,907 shares

    0.01% of the 13F portfolio, value $1,212,746.

    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 17,033 shares
    Change vs previous 13F -4,291 shares

    0.02% of the 13F portfolio, value $1,591,919.

    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 21,324 shares
    Change vs previous 13F -1,874 shares

    0.02% of the 13F portfolio, value $1,784,189.

    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 23,198 shares
    Change vs previous 13F -1,175 shares

    0.02% of the 13F portfolio, value $1,968,825.

    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 24,373 shares
    Change vs previous 13F -2,222 shares

    0.02% of the 13F portfolio, value $1,776,313.

    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 26,595 shares
    Change vs previous 13F -6,915 shares

    0.02% of the 13F portfolio, value $1,588,527.

    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 33,510 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,145,653.

    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).