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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

  1. period ended2025-03-31
    13F/A 32,319 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 36,025 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 10,660 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 30,670 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 16,264 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 15,805 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 93,602 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 22,677 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).