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Orion Portfolio Solutions, LLC: META position timeline

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

Orion Portfolio Solutions, LLC held 114,039 META 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 114,039 shares
    Change vs previous 13F +10,604 shares

    0.64% of the 13F portfolio, value $65,727,039.

    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 103,435 shares
    Change vs previous 13F +8,861 shares

    0.6% of the 13F portfolio, value $60,562,483.

    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 94,574 shares
    Change vs previous 13F +2,491 shares

    0.54% of the 13F portfolio, value $54,138,261.

    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 92,083 shares
    Change vs previous 13F +26,527 shares

    0.49% of the 13F portfolio, value $46,430,394.

    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 65,556 shares
    Change vs previous 13F +1,881 shares

    0.34% of the 13F portfolio, value $31,832,600.

    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 63,675 shares
    Change vs previous 13F +4,832 shares

    0.27% of the 13F portfolio, value $22,837,794.

    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 58,843 shares
    Change vs previous 13F -2,147 shares

    0.21% of the 13F portfolio, value $17,665,293.

    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 60,990 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,502,965.

    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).