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Orion Portfolio Solutions, LLC: SECT position timeline

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

Orion Portfolio Solutions, LLC held 17,670,190 SECT 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 17,670,190 shares
    Change vs previous 13F -244,128 shares

    8.84% of the 13F portfolio, value $902,239,875.

    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 17,914,318 shares
    Change vs previous 13F +103,460 shares

    9.81% of the 13F portfolio, value $984,570,899.

    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 17,810,858 shares
    Change vs previous 13F -256,838 shares

    9.54% of the 13F portfolio, value $957,689,816.

    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 18,067,696 shares
    Change vs previous 13F -172,427 shares

    9.75% of the 13F portfolio, value $923,078,583.

    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 18,240,123 shares
    Change vs previous 13F -8,594 shares

    9.84% of the 13F portfolio, value $918,937,396.

    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 18,248,717 shares
    Change vs previous 13F -79,912 shares

    9.79% of the 13F portfolio, value $842,543,245.

    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 18,328,629 shares
    Change vs previous 13F +522,520 shares

    9.32% of the 13F portfolio, value $771,452,002.

    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 17,806,109 shares
    Change vs previous 13F not available

    8.17% of the 13F portfolio, value $767,265,245.

    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).