Orion Portfolio Solutions, LLC: SF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on SF, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 48,475 SF 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 48,475 sharesChange vs previous 13F +965 shares
0.04% of the 13F portfolio, value $4,569,210.
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 47,510 sharesChange vs previous 13F -378 shares
0.05% of the 13F portfolio, value $5,039,913.
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 47,888 sharesChange vs previous 13F -1,378 shares
0.04% of the 13F portfolio, value $4,496,729.
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 49,266 sharesChange vs previous 13F -2,565 shares
0.04% of the 13F portfolio, value $4,145,716.
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 51,831 sharesChange vs previous 13F +4,879 shares
0.04% of the 13F portfolio, value $4,051,599.
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 46,952 sharesChange vs previous 13F -3,960 shares
0.04% of the 13F portfolio, value $3,313,893.
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).
- period ended2023-09-3013F 50,912 sharesChange vs previous 13F +19,756 shares
0.04% of the 13F portfolio, value $3,128,057.
13F-HR 0001580642-23-005895 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 ended2023-06-3013F/A 31,156 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,859,076.
13F-HR/A 0001580642-23-004295 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).