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Orion Portfolio Solutions, LLC: HSBC position timeline

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

Orion Portfolio Solutions, LLC held 45,194 HSBC 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 45,194 shares
    Change vs previous 13F +3,261 shares

    0.03% of the 13F portfolio, value $2,595,501.

    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 41,933 shares
    Change vs previous 13F +7,908 shares

    0.02% of the 13F portfolio, value $2,074,014.

    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 34,025 shares
    Change vs previous 13F -3,162 shares

    0.02% of the 13F portfolio, value $1,537,586.

    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 37,187 shares
    Change vs previous 13F +3,103 shares

    0.02% of the 13F portfolio, value $1,617,628.

    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 34,084 shares
    Change vs previous 13F -62,874 shares

    0.01% of the 13F portfolio, value $1,341,541.

    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 96,958 shares
    Change vs previous 13F -13,600 shares

    0.05% of the 13F portfolio, value $4,016,950.

    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 110,558 shares
    Change vs previous 13F +2,128 shares

    0.05% of the 13F portfolio, value $4,362,596.

    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 108,430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,295,993.

    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).