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Orion Portfolio Solutions, LLC: HDB position timeline

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

Orion Portfolio Solutions, LLC held 128,183 HDB 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 128,183 shares
    Change vs previous 13F +3,568 shares

    0.08% of the 13F portfolio, value $8,516,462.

    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 124,615 shares
    Change vs previous 13F +4,262 shares

    0.08% of the 13F portfolio, value $7,957,898.

    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 120,353 shares
    Change vs previous 13F +18,064 shares

    0.07% of the 13F portfolio, value $7,529,268.

    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 102,289 shares
    Change vs previous 13F +15,946 shares

    0.07% of the 13F portfolio, value $6,580,282.

    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 86,343 shares
    Change vs previous 13F -1,360 shares

    0.05% of the 13F portfolio, value $4,832,645.

    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 87,703 shares
    Change vs previous 13F -7,679 shares

    0.07% of the 13F portfolio, value $5,781,413.

    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 95,382 shares
    Change vs previous 13F -567 shares

    0.07% of the 13F portfolio, value $5,628,520.

    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 95,949 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,687,619.

    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).