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Orion Portfolio Solutions, LLC: ONTO position timeline

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

Orion Portfolio Solutions, LLC held 10,484 ONTO 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 10,484 shares
    Change vs previous 13F +451 shares

    0.01% of the 13F portfolio, value $1,272,129.

    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 10,033 shares
    Change vs previous 13F -2,281 shares

    0.02% of the 13F portfolio, value $1,672,200.

    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 12,314 shares
    Change vs previous 13F +3,668 shares

    0.03% of the 13F portfolio, value $2,555,894.

    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 8,646 shares
    Change vs previous 13F +796 shares

    0.02% of the 13F portfolio, value $1,898,316.

    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 7,850 shares
    Change vs previous 13F -1,361 shares

    0.02% of the 13F portfolio, value $1,421,478.

    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 9,211 shares
    Change vs previous 13F -746 shares

    0.01% of the 13F portfolio, value $1,271,302.

    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 9,957 shares
    Change vs previous 13F -496 shares

    0.02% of the 13F portfolio, value $1,269,717.

    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 10,453 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,217,461.

    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).