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Orion Portfolio Solutions, LLC: SAN position timeline

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

Orion Portfolio Solutions, LLC held 160,083 SAN 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 160,083 shares
    Change vs previous 13F +15,917 shares

    0.01% of the 13F portfolio, value $1,072,555.

    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 144,166 shares
    Change vs previous 13F +14,611 shares

    0.01% of the 13F portfolio, value $657,395.

    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 129,555 shares
    Change vs previous 13F +32,211 shares

    0.01% of the 13F portfolio, value $660,730.

    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 97,344 shares
    Change vs previous 13F +5,388 shares

    <0.01% of the 13F portfolio, value $450,704.

    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 91,956 shares
    Change vs previous 13F -1,903 shares

    <0.01% of the 13F portfolio, value $445,067.

    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 93,859 shares
    Change vs previous 13F -1,199 shares

    <0.01% of the 13F portfolio, value $402,654.

    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 95,058 shares
    Change vs previous 13F +6,309 shares

    <0.01% of the 13F portfolio, value $357,417.

    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 88,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,259.

    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).