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Orion Portfolio Solutions, LLC: HYG position timeline

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

Orion Portfolio Solutions, LLC held 90,250 HYG 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 90,250 shares
    Change vs previous 13F -11,589 shares

    0.07% of the 13F portfolio, value $7,119,872.

    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 101,839 shares
    Change vs previous 13F +47,933 shares

    0.08% of the 13F portfolio, value $8,009,676.

    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 53,906 shares
    Change vs previous 13F +18,046 shares

    0.04% of the 13F portfolio, value $4,328,682.

    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 35,860 shares
    Change vs previous 13F -1,853 shares

    0.03% of the 13F portfolio, value $2,766,295.

    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 37,713 shares
    Change vs previous 13F +1,349 shares

    0.03% of the 13F portfolio, value $2,931,386.

    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 36,364 shares
    Change vs previous 13F +7,159 shares

    0.03% of the 13F portfolio, value $2,804,035.

    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 29,205 shares
    Change vs previous 13F -9,937 shares

    0.03% of the 13F portfolio, value $2,152,990.

    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 39,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,938,316.

    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).