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Disclosery

Orion Portfolio Solutions, LLC: HD position timeline

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

Orion Portfolio Solutions, LLC held 81,547 HD 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 81,547 shares
    Change vs previous 13F +1,640 shares

    0.29% of the 13F portfolio, value $29,886,100.

    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 79,907 shares
    Change vs previous 13F +1,836 shares

    0.31% of the 13F portfolio, value $31,082,958.

    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 78,071 shares
    Change vs previous 13F +1,602 shares

    0.32% of the 13F portfolio, value $31,634,477.

    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 76,469 shares
    Change vs previous 13F -3,754 shares

    0.28% of the 13F portfolio, value $26,323,433.

    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 80,223 shares
    Change vs previous 13F +80,223 shares

    0.33% of the 13F portfolio, value $30,773,564.

    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 0 shares
    Change vs previous 13F -78,098 shares

    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).

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

  7. period ended2023-09-30
    13F 78,098 shares
    Change vs previous 13F -4,476 shares

    0.29% of the 13F portfolio, value $23,598,174.

    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 82,574 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $25,650,661.

    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).