Orion Portfolio Solutions, LLC: OPEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on OPEN, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 10,119 OPEN 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 10,119 sharesChange vs previous 13F -1,093 shares
<0.01% of the 13F portfolio, value $10,321.
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 11,212 sharesChange vs previous 13F -1,930 shares
<0.01% of the 13F portfolio, value $17,939.
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 13,142 sharesChange vs previous 13F -906 shares
<0.01% of the 13F portfolio, value $26,284.
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 14,048 sharesChange vs previous 13F +81 shares
<0.01% of the 13F portfolio, value $25,848.
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 13,967 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $42,320.
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 13,961 sharesChange vs previous 13F -2,341 shares
<0.01% of the 13F portfolio, value $55,146.
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 16,302 sharesChange vs previous 13F -1,985 shares
<0.01% of the 13F portfolio, value $43,037.
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 18,287 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $73,514.
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).