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Orion Portfolio Solutions, LLC: POCT position timeline

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

Orion Portfolio Solutions, LLC held 114,232 POCT 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 114,232 shares
    Change vs previous 13F +30,217 shares

    0.04% of the 13F portfolio, value $4,437,913.

    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 84,015 shares
    Change vs previous 13F +40,939 shares

    0.03% of the 13F portfolio, value $3,324,172.

    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 43,076 shares
    Change vs previous 13F +11,617 shares

    0.02% of the 13F portfolio, value $1,677,810.

    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 31,459 shares
    Change vs previous 13F -34,270 shares

    0.01% of the 13F portfolio, value $1,204,565.

    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 65,729 shares
    Change vs previous 13F -8,697 shares

    0.03% of the 13F portfolio, value $2,464,180.

    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 74,426 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,691,245.

    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).