Orion Portfolio Solutions, LLC: IRTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on IRTC, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 0 IRTC shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 0 sharesChange vs previous 13F -9,282 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 9,282 sharesChange vs previous 13F -1,300 shares
0.01% of the 13F portfolio, value $689,096.
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 10,582 sharesChange vs previous 13F -920 shares
0.01% of the 13F portfolio, value $1,139,046.
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 11,502 sharesChange vs previous 13F +872 shares
0.01% of the 13F portfolio, value $1,334,232.
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 10,630 sharesChange vs previous 13F -1,114 shares
0.01% of the 13F portfolio, value $1,200,233.
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 11,744 sharesChange vs previous 13F -352 shares
0.01% of the 13F portfolio, value $1,106,989.
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 12,096 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,261,855.
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).