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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

  1. period ended2025-03-31
    13F/A 409,079 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 29,313 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 25,868 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 22,410 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 21,348 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 18,257 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).