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Orion Portfolio Solutions, LLC: IDYA position timeline

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

Orion Portfolio Solutions, LLC held 36,111 IDYA 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 36,111 shares
    Change vs previous 13F +18,342 shares

    0.01% of the 13F portfolio, value $591,498.

    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 17,769 shares
    Change vs previous 13F -11,784 shares

    <0.01% of the 13F portfolio, value $456,663.

    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 29,553 shares
    Change vs previous 13F -5,542 shares

    0.01% of the 13F portfolio, value $936,239.

    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 35,095 shares
    Change vs previous 13F +2,485 shares

    0.01% of the 13F portfolio, value $1,232,185.

    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 32,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,430,927.

    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).