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Orion Portfolio Solutions, LLC: SCHF position timeline

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

Orion Portfolio Solutions, LLC held 139,644 SCHF 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 139,644 shares
    Change vs previous 13F +3,287 shares

    0.03% of the 13F portfolio, value $2,762,153.

    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 136,357 shares
    Change vs previous 13F +81,838 shares

    0.03% of the 13F portfolio, value $2,522,602.

    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 54,519 shares
    Change vs previous 13F +10,700 shares

    0.02% of the 13F portfolio, value $2,241,831.

    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 43,819 shares
    Change vs previous 13F -3,472 shares

    0.02% of the 13F portfolio, value $1,683,546.

    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 47,291 shares
    Change vs previous 13F +6,075 shares

    0.02% of the 13F portfolio, value $1,845,287.

    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 41,216 shares
    Change vs previous 13F +3,316 shares

    0.02% of the 13F portfolio, value $1,515,089.

    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 37,900 shares
    Change vs previous 13F -8,576 shares

    0.02% of the 13F portfolio, value $1,287,085.

    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 46,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,656,897.

    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).