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Orion Portfolio Solutions, LLC: ICFI position timeline

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

Orion Portfolio Solutions, LLC held 2,544 ICFI 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 2,544 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $216,171.

    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 2,820 shares
    Change vs previous 13F -7,917 shares

    <0.01% of the 13F portfolio, value $336,175.

    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 10,737 shares
    Change vs previous 13F -2,620 shares

    0.02% of the 13F portfolio, value $1,790,821.

    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 13,357 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $1,982,969.

    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 13,419 shares
    Change vs previous 13F -591 shares

    0.02% of the 13F portfolio, value $2,021,284.

    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 14,010 shares
    Change vs previous 13F -904 shares

    0.02% of the 13F portfolio, value $1,825,056.

    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 14,914 shares
    Change vs previous 13F -2,999 shares

    0.02% of the 13F portfolio, value $1,801,730.

    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 17,913 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,228,161.

    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).