Orion Portfolio Solutions, LLC: OGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on OGN, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 32,319 OGN 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 32,319 sharesChange vs previous 13F -3,706 shares
<0.01% of the 13F portfolio, value $481,225.
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 36,025 sharesChange vs previous 13F +25,365 shares
0.01% of the 13F portfolio, value $537,494.
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 10,660 sharesChange vs previous 13F -20,010 shares
<0.01% of the 13F portfolio, value $203,930.
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 30,670 sharesChange vs previous 13F +14,406 shares
0.01% of the 13F portfolio, value $634,871.
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 16,264 sharesChange vs previous 13F +459 shares
<0.01% of the 13F portfolio, value $305,758.
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 15,805 sharesChange vs previous 13F -77,797 shares
<0.01% of the 13F portfolio, value $257,628.
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 93,602 sharesChange vs previous 13F +70,925 shares
0.02% of the 13F portfolio, value $1,624,939.
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 22,677 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $471,908.
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).