Orion Portfolio Solutions, LLC: RWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on RWM, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 0 RWM shares at 2024-09-30 per its 13F-HR filed 2024-11-15.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -33,374 shares
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 33,374 sharesChange vs previous 13F -236 shares
0.01% of the 13F portfolio, value $694,509.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 33,610 sharesChange vs previous 13F +420 shares
0.01% of the 13F portfolio, value $674,213.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 33,190 sharesChange vs previous 13F +549 shares
0.01% of the 13F portfolio, value $713,582.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 32,641 sharesChange vs previous 13F +171 shares
0.01% of the 13F portfolio, value $790,240.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 32,470 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $741,296.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).