Orion Portfolio Solutions, LLC: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on ITA, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 3,970 ITA 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 3,970 sharesChange vs previous 13F +138 shares
0.01% of the 13F portfolio, value $607,739.
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 3,832 sharesChange vs previous 13F +797 shares
0.01% of the 13F portfolio, value $557,021.
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 3,035 sharesChange vs previous 13F -241 shares
<0.01% of the 13F portfolio, value $454,206.
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 3,276 sharesChange vs previous 13F +571 shares
<0.01% of the 13F portfolio, value $432,639.
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 2,705 sharesChange vs previous 13F +406 shares
<0.01% of the 13F portfolio, value $356,888.
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 2,299 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $281,444.
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).