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Orion Portfolio Solutions, LLC: KOS position timeline

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

Orion Portfolio Solutions, LLC held 48,623 KOS 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 48,623 shares
    Change vs previous 13F +30,570 shares

    <0.01% of the 13F portfolio, value $110,860.

    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 18,053 shares
    Change vs previous 13F -4,865 shares

    <0.01% of the 13F portfolio, value $61,741.

    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 22,918 shares
    Change vs previous 13F +7,728 shares

    <0.01% of the 13F portfolio, value $92,360.

    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 15,190 shares
    Change vs previous 13F -2,887 shares

    <0.01% of the 13F portfolio, value $84,153.

    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 18,077 shares
    Change vs previous 13F -56,523 shares

    <0.01% of the 13F portfolio, value $107,739.

    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 74,600 shares
    Change vs previous 13F +30,835 shares

    0.01% of the 13F portfolio, value $505,040.

    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 43,765 shares
    Change vs previous 13F -48,452 shares

    <0.01% of the 13F portfolio, value $357,998.

    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 92,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,379.

    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).