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Orion Portfolio Solutions, LLC: SCHP position timeline

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

Orion Portfolio Solutions, LLC held 35,758 SCHP 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 35,758 shares
    Change vs previous 13F -6,738 shares

    0.01% of the 13F portfolio, value $961,544.

    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 42,496 shares
    Change vs previous 13F +23,891 shares

    0.01% of the 13F portfolio, value $1,097,672.

    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 18,605 shares
    Change vs previous 13F +3,930 shares

    0.01% of the 13F portfolio, value $997,774.

    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 14,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $763,247.

    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).