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Orion Portfolio Solutions, LLC: O position timeline

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

Orion Portfolio Solutions, LLC held 19,442 O 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 19,442 shares
    Change vs previous 13F +6,494 shares

    0.01% of the 13F portfolio, value $1,127,780.

    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 12,948 shares
    Change vs previous 13F -3,542 shares

    0.01% of the 13F portfolio, value $691,557.

    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 16,490 shares
    Change vs previous 13F -2,788 shares

    0.01% of the 13F portfolio, value $1,045,816.

    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 19,278 shares
    Change vs previous 13F +2,978 shares

    0.01% of the 13F portfolio, value $1,018,270.

    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 16,300 shares
    Change vs previous 13F +2,220 shares

    0.01% of the 13F portfolio, value $881,834.

    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 14,080 shares
    Change vs previous 13F +5,379 shares

    0.01% of the 13F portfolio, value $837,493.

    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 8,701 shares
    Change vs previous 13F -8,379 shares

    0.01% of the 13F portfolio, value $434,515.

    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 17,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,021,229.

    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).