Orion Portfolio Solutions, LLC: SDCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on SDCI, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 409,079 SDCI 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 409,079 sharesChange vs previous 13F +379,766 shares
0.09% of the 13F portfolio, value $8,680,667.
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 29,313 sharesChange vs previous 13F +3,445 shares
0.01% of the 13F portfolio, value $569,229.
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 25,868 sharesChange vs previous 13F +3,458 shares
0.01% of the 13F portfolio, value $502,147.
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 22,410 sharesChange vs previous 13F +1,062 shares
<0.01% of the 13F portfolio, value $433,634.
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 21,348 sharesChange vs previous 13F +3,091 shares
<0.01% of the 13F portfolio, value $404,034.
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 18,257 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $318,494.
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).