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Orion Portfolio Solutions, LLC: GII position timeline

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

Orion Portfolio Solutions, LLC held 10,729 GII 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 10,729 shares
    Change vs previous 13F +6,064 shares

    0.01% of the 13F portfolio, value $665,226.

    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 4,665 shares
    Change vs previous 13F -552 shares

    <0.01% of the 13F portfolio, value $276,035.

    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 5,217 shares
    Change vs previous 13F -1,941 shares

    <0.01% of the 13F portfolio, value $321,864.

    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 7,158 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $391,209.

    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 7,188 shares
    Change vs previous 13F -295 shares

    <0.01% of the 13F portfolio, value $389,230.

    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 7,483 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,987.

    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).