Orion Portfolio Solutions, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on KO, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 273,927 KO 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 273,927 sharesChange vs previous 13F +20,523 shares
0.19% of the 13F portfolio, value $19,618,648.
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 253,404 sharesChange vs previous 13F +23,955 shares
0.16% of the 13F portfolio, value $15,776,963.
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 229,449 sharesChange vs previous 13F +16,938 shares
0.16% of the 13F portfolio, value $16,488,185.
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 212,511 sharesChange vs previous 13F +15,497 shares
0.14% of the 13F portfolio, value $13,526,312.
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 197,014 sharesChange vs previous 13F +6,929 shares
0.13% of the 13F portfolio, value $12,053,339.
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 190,085 sharesChange vs previous 13F -19,476 shares
0.13% of the 13F portfolio, value $11,426,031.
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 209,561 sharesChange vs previous 13F -7,188 shares
0.14% of the 13F portfolio, value $11,731,247.
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 216,749 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $13,052,617.
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).