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Orion Portfolio Solutions, LLC: IJH position timeline

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

Orion Portfolio Solutions, LLC held 211,422 IJH 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 211,422 shares
    Change vs previous 13F -29,427 shares

    0.12% of the 13F portfolio, value $12,336,471.

    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 240,849 shares
    Change vs previous 13F +6,562 shares

    0.15% of the 13F portfolio, value $15,007,341.

    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 234,287 shares
    Change vs previous 13F +12,438 shares

    0.15% of the 13F portfolio, value $14,600,798.

    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 221,849 shares
    Change vs previous 13F -2,416 shares

    0.14% of the 13F portfolio, value $12,982,604.

    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 224,265 shares
    Change vs previous 13F +175,458 shares

    0.15% of the 13F portfolio, value $13,621,866.

    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 48,807 shares
    Change vs previous 13F -16,188 shares

    0.16% of the 13F portfolio, value $13,367,889.

    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 64,995 shares
    Change vs previous 13F +4,863 shares

    0.2% of the 13F portfolio, value $16,206,494.

    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 60,132 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,723,374.

    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).