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Orion Portfolio Solutions, LLC: LQD position timeline

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

Orion Portfolio Solutions, LLC held 28,165 LQD 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 28,165 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $3,061,294.

    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 28,147 shares
    Change vs previous 13F +9,053 shares

    0.03% of the 13F portfolio, value $3,007,194.

    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 19,094 shares
    Change vs previous 13F +2,368 shares

    0.02% of the 13F portfolio, value $2,157,284.

    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 16,726 shares
    Change vs previous 13F -6,365 shares

    0.02% of the 13F portfolio, value $1,791,713.

    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 23,091 shares
    Change vs previous 13F -32,374 shares

    0.03% of the 13F portfolio, value $2,515,061.

    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 55,465 shares
    Change vs previous 13F +13,777 shares

    0.07% of the 13F portfolio, value $6,072,843.

    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 41,688 shares
    Change vs previous 13F +24,838 shares

    0.05% of the 13F portfolio, value $4,252,995.

    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 16,850 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,822,131.

    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).