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Orion Portfolio Solutions, LLC: RBC position timeline

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

Orion Portfolio Solutions, LLC held 20,527 RBC 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 20,527 shares
    Change vs previous 13F +487 shares

    0.06% of the 13F portfolio, value $6,604,973.

    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 20,040 shares
    Change vs previous 13F -595 shares

    0.06% of the 13F portfolio, value $5,994,766.

    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 20,635 shares
    Change vs previous 13F +442 shares

    0.06% of the 13F portfolio, value $6,177,706.

    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 20,193 shares
    Change vs previous 13F -1,727 shares

    0.06% of the 13F portfolio, value $5,447,668.

    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 21,920 shares
    Change vs previous 13F -3,439 shares

    0.06% of the 13F portfolio, value $5,926,072.

    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 25,359 shares
    Change vs previous 13F -1,959 shares

    0.08% of the 13F portfolio, value $6,898,196.

    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 27,318 shares
    Change vs previous 13F -2,431 shares

    0.08% of the 13F portfolio, value $6,395,963.

    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 29,749 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,469,515.

    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).