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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

  1. period ended2025-03-31
    13F/A 273,927 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 253,404 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 229,449 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 212,511 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 197,014 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 190,085 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 209,561 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 216,749 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).