Skip to content
Disclosery

Orion Portfolio Solutions, LLC: OSIS position timeline

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

Orion Portfolio Solutions, LLC held 2,662 OSIS 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 2,662 shares
    Change vs previous 13F -256 shares

    0.01% of the 13F portfolio, value $517,333.

    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 2,918 shares
    Change vs previous 13F -383 shares

    <0.01% of the 13F portfolio, value $488,561.

    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 3,301 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $501,191.

    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 3,195 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $439,376.

    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 2,638 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $376,759.

    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 2,776 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $347,278.

    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 2,408 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $284,240.

    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 2,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $289,390.

    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).