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Orion Portfolio Solutions, LLC: IXUS position timeline

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

Orion Portfolio Solutions, LLC held 986,344 IXUS 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 986,344 shares
    Change vs previous 13F +4,733 shares

    0.67% of the 13F portfolio, value $68,856,687.

    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 981,611 shares
    Change vs previous 13F -60,861 shares

    0.65% of the 13F portfolio, value $64,923,782.

    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 1,042,472 shares
    Change vs previous 13F -28,886 shares

    0.75% of the 13F portfolio, value $75,714,723.

    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 1,071,358 shares
    Change vs previous 13F -44,077 shares

    0.76% of the 13F portfolio, value $72,380,955.

    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 1,115,435 shares
    Change vs previous 13F -76,726 shares

    0.81% of the 13F portfolio, value $75,693,421.

    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 1,192,161 shares
    Change vs previous 13F -49,928 shares

    0.89% of the 13F portfolio, value $76,787,084.

    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 1,242,089 shares
    Change vs previous 13F -1,198,815 shares

    0.9% of the 13F portfolio, value $74,512,953.

    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 2,440,904 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $76,945,341.

    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).