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Orion Portfolio Solutions, LLC: IEF position timeline

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

Orion Portfolio Solutions, LLC held 33,336 IEF 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 33,336 shares
    Change vs previous 13F +24,863 shares

    0.03% of the 13F portfolio, value $3,179,238.

    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 8,473 shares
    Change vs previous 13F -139,955 shares

    0.01% of the 13F portfolio, value $783,365.

    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 148,428 shares
    Change vs previous 13F +22,228 shares

    0.15% of the 13F portfolio, value $14,563,709.

    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 126,200 shares
    Change vs previous 13F +18,649 shares

    0.12% of the 13F portfolio, value $11,818,600.

    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 107,551 shares
    Change vs previous 13F +29,218 shares

    0.11% of the 13F portfolio, value $10,180,763.

    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 78,333 shares
    Change vs previous 13F +37,928 shares

    0.09% of the 13F portfolio, value $7,492,527.

    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 40,405 shares
    Change vs previous 13F +18,353 shares

    0.04% of the 13F portfolio, value $3,700,724.

    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 22,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,130,180.

    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).