Orion Portfolio Solutions, LLC: IEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on IEX, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 10,591 IEX 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 10,591 sharesChange vs previous 13F +72 shares
0.02% of the 13F portfolio, value $1,916,671.
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 10,519 sharesChange vs previous 13F -649 shares
0.02% of the 13F portfolio, value $2,201,588.
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 11,168 sharesChange vs previous 13F -589 shares
0.02% of the 13F portfolio, value $2,395,549.
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 11,757 sharesChange vs previous 13F -871 shares
0.02% of the 13F portfolio, value $2,365,526.
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 12,628 sharesChange vs previous 13F +3,008 shares
0.03% of the 13F portfolio, value $3,081,506.
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 9,620 sharesChange vs previous 13F -3,630 shares
0.02% of the 13F portfolio, value $2,028,107.
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 13,250 sharesChange vs previous 13F +2,684 shares
0.03% of the 13F portfolio, value $2,756,243.
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 10,566 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,274,450.
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).