Orion Portfolio Solutions, LLC: SCHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on SCHE, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 26,440 SCHE 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 26,440 sharesChange vs previous 13F +3,251 shares
0.01% of the 13F portfolio, value $728,944.
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 23,189 sharesChange vs previous 13F +5,026 shares
0.01% of the 13F portfolio, value $617,524.
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 18,163 sharesChange vs previous 13F +3,116 shares
0.01% of the 13F portfolio, value $529,987.
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 15,047 sharesChange vs previous 13F +58 shares
<0.01% of the 13F portfolio, value $399,645.
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 14,989 sharesChange vs previous 13F +3,203 shares
<0.01% of the 13F portfolio, value $378,483.
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 11,786 sharesChange vs previous 13F -17,061 shares
<0.01% of the 13F portfolio, value $287,942.
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 28,847 sharesChange vs previous 13F +1,062 shares
0.01% of the 13F portfolio, value $690,608.
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 27,785 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $684,348.
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).