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Orion Portfolio Solutions, LLC: INTU position timeline

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

Orion Portfolio Solutions, LLC held 33,523 INTU 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 33,523 shares
    Change vs previous 13F -2,002 shares

    0.2% of the 13F portfolio, value $20,582,675.

    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 35,525 shares
    Change vs previous 13F +2,994 shares

    0.22% of the 13F portfolio, value $22,327,383.

    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 32,531 shares
    Change vs previous 13F -1,795 shares

    0.2% of the 13F portfolio, value $20,201,471.

    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 34,326 shares
    Change vs previous 13F -5,308 shares

    0.24% of the 13F portfolio, value $22,558,895.

    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 39,634 shares
    Change vs previous 13F -2,526 shares

    0.28% of the 13F portfolio, value $25,761,870.

    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 42,160 shares
    Change vs previous 13F -3,178 shares

    0.29% of the 13F portfolio, value $25,227,472.

    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 45,338 shares
    Change vs previous 13F -3,294 shares

    0.28% of the 13F portfolio, value $23,165,093.

    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 48,632 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $22,282,441.

    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).