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
- period ended2025-03-3113F/A 160,083 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 144,166 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 129,555 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 97,344 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 91,956 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 93,859 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 95,058 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 88,749 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).