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Orion Portfolio Solutions, LLC: JKHY position timeline

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

Orion Portfolio Solutions, LLC held 3,425 JKHY 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 3,425 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $625,408.

    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 2,901 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $508,645.

    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 2,632 shares
    Change vs previous 13F +1,207 shares

    <0.01% of the 13F portfolio, value $464,620.

    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 1,425 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $236,579.

    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 1,431 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $248,608.

    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 1,460 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $247,762.

    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 1,598 shares
    Change vs previous 13F -7,730 shares

    <0.01% of the 13F portfolio, value $241,522.

    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 9,328 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,560,785.

    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).