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Orion Portfolio Solutions, LLC: IGSB position timeline

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

Orion Portfolio Solutions, LLC held 234,665 IGSB 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 234,665 shares
    Change vs previous 13F -4,097 shares

    0.12% of the 13F portfolio, value $12,289,393.

    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 238,762 shares
    Change vs previous 13F +18,133 shares

    0.12% of the 13F portfolio, value $12,343,979.

    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 220,629 shares
    Change vs previous 13F +3,769 shares

    0.12% of the 13F portfolio, value $11,618,340.

    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 216,860 shares
    Change vs previous 13F +162,968 shares

    0.12% of the 13F portfolio, value $11,111,932.

    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 53,892 shares
    Change vs previous 13F +32,990 shares

    0.03% of the 13F portfolio, value $2,763,567.

    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 20,902 shares
    Change vs previous 13F -141,049 shares

    0.01% of the 13F portfolio, value $1,068,533.

    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 161,951 shares
    Change vs previous 13F +2,486 shares

    0.1% of the 13F portfolio, value $8,070,024.

    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 159,465 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,000,384.

    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).