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Orion Portfolio Solutions, LLC: POR position timeline

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

Orion Portfolio Solutions, LLC held 63,042 POR 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 63,042 shares
    Change vs previous 13F +11,441 shares

    0.03% of the 13F portfolio, value $2,811,667.

    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 51,601 shares
    Change vs previous 13F -1,239 shares

    0.02% of the 13F portfolio, value $2,250,818.

    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 52,840 shares
    Change vs previous 13F +16,969 shares

    0.03% of the 13F portfolio, value $2,531,034.

    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 35,871 shares
    Change vs previous 13F -8,008 shares

    0.02% of the 13F portfolio, value $1,551,056.

    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 43,879 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $1,842,912.

    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 43,821 shares
    Change vs previous 13F +9,160 shares

    0.02% of the 13F portfolio, value $1,934,264.

    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 34,661 shares
    Change vs previous 13F -5,157 shares

    0.02% of the 13F portfolio, value $1,403,093.

    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 39,818 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,864,665.

    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).