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Orion Portfolio Solutions, LLC: PDBA position timeline

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

Orion Portfolio Solutions, LLC held 8,565 PDBA 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 8,565 shares
    Change vs previous 13F +1,404 shares

    <0.01% of the 13F portfolio, value $301,145.

    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 7,161 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $253,571.

    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 7,195 shares
    Change vs previous 13F -3,939 shares

    <0.01% of the 13F portfolio, value $270,748.

    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 11,134 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $383,010.

    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 11,688 shares
    Change vs previous 13F +1,376 shares

    <0.01% of the 13F portfolio, value $417,729.

    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 10,312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,173.

    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).