Orion Portfolio Solutions, LLC: IBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on IBN, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 105,129 IBN shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 105,129 sharesChange vs previous 13F -13,420 shares
0.03% of the 13F portfolio, value $3,313,643.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118,549 sharesChange vs previous 13F +2,192 shares
0.04% of the 13F portfolio, value $3,539,851.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 116,357 sharesChange vs previous 13F -58,929 shares
0.03% of the 13F portfolio, value $3,473,235.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 175,286 sharesChange vs previous 13F -3,866 shares
0.05% of the 13F portfolio, value $5,049,988.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 179,152 sharesChange vs previous 13F +25,301 shares
0.05% of the 13F portfolio, value $4,731,396.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 153,851 sharesChange vs previous 13F -29,859 shares
0.04% of the 13F portfolio, value $3,672,416.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 183,710 sharesChange vs previous 13F -5,267 shares
0.05% of the 13F portfolio, value $4,247,368.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 188,977 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,361,593.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).