Skip to content
Disclosery

Orion Portfolio Solutions, LLC: LPLA position timeline

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

Orion Portfolio Solutions, LLC held 8,665 LPLA 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 8,665 shares
    Change vs previous 13F +4,224 shares

    0.03% of the 13F portfolio, value $2,834,640.

    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 4,441 shares
    Change vs previous 13F +757 shares

    0.01% of the 13F portfolio, value $1,449,971.

    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 3,684 shares
    Change vs previous 13F -1,078 shares

    0.01% of the 13F portfolio, value $856,993.

    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 4,762 shares
    Change vs previous 13F +86 shares

    0.01% of the 13F portfolio, value $1,330,086.

    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 4,676 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $1,235,397.

    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 4,919 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $1,168,441.

    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 4,218 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $1,002,305.

    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 4,758 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,034,440.

    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).