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Orion Portfolio Solutions, LLC: HOS position timeline

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

Orion Portfolio Solutions, LLC held 149,442 HOS 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 149,442 shares
    Change vs previous 13F +27,610 shares

    0.01% of the 13F portfolio, value $1,241,863.

    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 121,832 shares
    Change vs previous 13F +7,406 shares

    0.01% of the 13F portfolio, value $1,135,474.

    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 114,426 shares
    Change vs previous 13F -2,037 shares

    0.01% of the 13F portfolio, value $1,270,128.

    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 116,463 shares
    Change vs previous 13F +13,876 shares

    0.01% of the 13F portfolio, value $1,390,568.

    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 102,587 shares
    Change vs previous 13F -1,436 shares

    0.01% of the 13F portfolio, value $1,112,043.

    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 104,023 shares
    Change vs previous 13F -8,285 shares

    0.01% of the 13F portfolio, value $986,138.

    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 112,308 shares
    Change vs previous 13F -14,879 shares

    0.02% of the 13F portfolio, value $1,254,480.

    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 127,187 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $938,640.

    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).