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Orion Portfolio Solutions, LLC: LII position timeline

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

Orion Portfolio Solutions, LLC held 6,535 LII 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 6,535 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $3,665,353.

    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 6,527 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $3,977,087.

    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 6,777 shares
    Change vs previous 13F +1,954 shares

    0.04% of the 13F portfolio, value $4,095,350.

    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 4,823 shares
    Change vs previous 13F -557 shares

    0.03% of the 13F portfolio, value $2,580,209.

    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 5,380 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $2,629,529.

    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 5,501 shares
    Change vs previous 13F -2,775 shares

    0.03% of the 13F portfolio, value $2,394,420.

    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 8,276 shares
    Change vs previous 13F -3,269 shares

    0.04% of the 13F portfolio, value $3,098,865.

    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 11,545 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,764,478.

    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).