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Orion Portfolio Solutions, LLC: NOW position timeline

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

Orion Portfolio Solutions, LLC held 22,055 NOW 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 22,055 shares
    Change vs previous 13F +3,266 shares

    0.17% of the 13F portfolio, value $17,558,613.

    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 18,789 shares
    Change vs previous 13F -3,780 shares

    0.2% of the 13F portfolio, value $19,918,256.

    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 22,569 shares
    Change vs previous 13F -5,838 shares

    0.2% of the 13F portfolio, value $20,185,488.

    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 28,407 shares
    Change vs previous 13F +916 shares

    0.24% of the 13F portfolio, value $22,346,934.

    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 27,491 shares
    Change vs previous 13F -8,013 shares

    0.22% of the 13F portfolio, value $20,959,139.

    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 35,504 shares
    Change vs previous 13F -3,559 shares

    0.29% of the 13F portfolio, value $24,720,258.

    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 39,063 shares
    Change vs previous 13F -1,710 shares

    0.26% of the 13F portfolio, value $21,834,655.

    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 40,773 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $22,913,203.

    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).