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Orion Portfolio Solutions, LLC: KLAC position timeline

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

Orion Portfolio Solutions, LLC held 13,065 KLAC 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 13,065 shares
    Change vs previous 13F +422 shares

    0.09% of the 13F portfolio, value $8,881,727.

    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 12,643 shares
    Change vs previous 13F -1,949 shares

    0.08% of the 13F portfolio, value $7,966,919.

    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 14,592 shares
    Change vs previous 13F +1,355 shares

    0.11% of the 13F portfolio, value $11,300,538.

    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 13,237 shares
    Change vs previous 13F +137 shares

    0.12% of the 13F portfolio, value $10,914,305.

    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 13,100 shares
    Change vs previous 13F -830 shares

    0.1% of the 13F portfolio, value $9,151,867.

    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 13,930 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $7,834,052.

    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 13,925 shares
    Change vs previous 13F -1,008 shares

    0.08% of the 13F portfolio, value $6,386,968.

    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 14,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,242,934.

    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).