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Orion Portfolio Solutions, LLC: SFM position timeline

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

Orion Portfolio Solutions, LLC held 19,823 SFM 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 19,823 shares
    Change vs previous 13F +1,146 shares

    0.03% of the 13F portfolio, value $3,025,783.

    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 18,677 shares
    Change vs previous 13F +987 shares

    0.02% of the 13F portfolio, value $2,373,286.

    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 17,690 shares
    Change vs previous 13F +8,010 shares

    0.02% of the 13F portfolio, value $1,953,153.

    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 9,680 shares
    Change vs previous 13F -1,064 shares

    0.01% of the 13F portfolio, value $809,829.

    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 10,744 shares
    Change vs previous 13F -557 shares

    0.01% of the 13F portfolio, value $692,773.

    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 11,301 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $561,886.

    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 11,445 shares
    Change vs previous 13F -263 shares

    0.01% of the 13F portfolio, value $489,846.

    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 11,708 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $430,035.

    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).