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Orion Portfolio Solutions, LLC: NOC position timeline

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

Orion Portfolio Solutions, LLC held 16,349 NOC 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 16,349 shares
    Change vs previous 13F -452 shares

    0.08% of the 13F portfolio, value $8,370,700.

    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 16,801 shares
    Change vs previous 13F -662 shares

    0.08% of the 13F portfolio, value $7,884,371.

    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 17,463 shares
    Change vs previous 13F -7,253 shares

    0.09% of the 13F portfolio, value $9,221,639.

    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 24,716 shares
    Change vs previous 13F -4,444 shares

    0.11% of the 13F portfolio, value $10,774,954.

    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 29,160 shares
    Change vs previous 13F -2,625 shares

    0.15% of the 13F portfolio, value $13,957,516.

    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 31,785 shares
    Change vs previous 13F -2,126 shares

    0.18% of the 13F portfolio, value $15,106,044.

    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 33,911 shares
    Change vs previous 13F +8,967 shares

    0.18% of the 13F portfolio, value $14,927,503.

    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 24,944 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,369,579.

    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).