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Orion Portfolio Solutions, LLC: SAP position timeline

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

Orion Portfolio Solutions, LLC held 40,499 SAP 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 40,499 shares
    Change vs previous 13F -3,777 shares

    0.11% of the 13F portfolio, value $10,871,555.

    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 44,276 shares
    Change vs previous 13F -2,558 shares

    0.11% of the 13F portfolio, value $10,901,342.

    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 46,834 shares
    Change vs previous 13F -3,877 shares

    0.11% of the 13F portfolio, value $10,729,565.

    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 50,711 shares
    Change vs previous 13F -6,942 shares

    0.11% of the 13F portfolio, value $10,228,812.

    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 57,653 shares
    Change vs previous 13F -2,470 shares

    0.12% of the 13F portfolio, value $11,244,058.

    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 60,123 shares
    Change vs previous 13F -2,239 shares

    0.11% of the 13F portfolio, value $9,172,270.

    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 62,362 shares
    Change vs previous 13F +16,880 shares

    0.1% of the 13F portfolio, value $8,064,631.

    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 45,482 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,222,499.

    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).