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Orion Portfolio Solutions, LLC: SBUX position timeline

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

Orion Portfolio Solutions, LLC held 211,939 SBUX 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 211,939 shares
    Change vs previous 13F +63,476 shares

    0.2% of the 13F portfolio, value $20,789,043.

    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 148,463 shares
    Change vs previous 13F -51,842 shares

    0.29% of the 13F portfolio, value $29,319,987.

    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 200,305 shares
    Change vs previous 13F -55,850 shares

    0.19% of the 13F portfolio, value $19,527,726.

    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 256,155 shares
    Change vs previous 13F +569 shares

    0.21% of the 13F portfolio, value $19,941,632.

    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 255,586 shares
    Change vs previous 13F +12,016 shares

    0.25% of the 13F portfolio, value $23,358,028.

    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 243,570 shares
    Change vs previous 13F +4,294 shares

    0.27% of the 13F portfolio, value $22,941,852.

    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 239,276 shares
    Change vs previous 13F -12,430 shares

    0.26% of the 13F portfolio, value $21,838,677.

    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 251,706 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $24,934,028.

    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).