Orion Portfolio Solutions, LLC: MTD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on MTD, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 506 MTD shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 506 sharesChange vs previous 13F -51 shares
0.01% of the 13F portfolio, value $597,892.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 557 sharesChange vs previous 13F -13 shares
0.01% of the 13F portfolio, value $681,955.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 570 sharesChange vs previous 13F -19 shares
0.01% of the 13F portfolio, value $855,276.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 589 sharesChange vs previous 13F -107 shares
0.01% of the 13F portfolio, value $823,597.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 696 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $926,974.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 676 sharesChange vs previous 13F +166 shares
0.01% of the 13F portfolio, value $788,631.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 510 sharesChange vs previous 13F -442 shares
0.01% of the 13F portfolio, value $565,116.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 952 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,248,143.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).