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Orion Portfolio Solutions, LLC: QQH position timeline

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

Orion Portfolio Solutions, LLC held 490,109 QQH 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 490,109 shares
    Change vs previous 13F +61,286 shares

    0.28% of the 13F portfolio, value $28,661,551.

    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 428,823 shares
    Change vs previous 13F +32,816 shares

    0.29% of the 13F portfolio, value $28,743,998.

    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 396,007 shares
    Change vs previous 13F +48,478 shares

    0.25% of the 13F portfolio, value $24,968,214.

    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 347,529 shares
    Change vs previous 13F +12,962 shares

    0.23% of the 13F portfolio, value $21,379,961.

    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 334,567 shares
    Change vs previous 13F +32,866 shares

    0.2% of the 13F portfolio, value $18,367,716.

    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 301,701 shares
    Change vs previous 13F +40,384 shares

    0.17% of the 13F portfolio, value $14,855,595.

    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 261,317 shares
    Change vs previous 13F +22,389 shares

    0.14% of the 13F portfolio, value $11,722,666.

    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 238,928 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,284,554.

    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).