Orion Portfolio Solutions, LLC: FTCB position timeline

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

Orion Portfolio Solutions, LLC held 239,588 FTCB shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

period ended2025-03-31
13F/A 239,588 shares
Change vs previous 13F +54,849 shares
0.05% of the 13F portfolio, value $5,028,956.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 184,739 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $3,814,860.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).