Skip to content

Orion Portfolio Solutions, LLC: SONY position timeline

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

Orion Portfolio Solutions, LLC held 289,402 SONY 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 289,402 shares
    Change vs previous 13F -29,082 shares

    0.07% of the 13F portfolio, value $7,347,915.

    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 318,484 shares
    Change vs previous 13F +251,565 shares

    0.07% of the 13F portfolio, value $6,739,119.

    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 66,919 shares
    Change vs previous 13F +1,287 shares

    0.06% of the 13F portfolio, value $6,462,440.

    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 65,632 shares
    Change vs previous 13F -4,570 shares

    0.06% of the 13F portfolio, value $5,575,397.

    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 70,202 shares
    Change vs previous 13F -265 shares

    0.06% of the 13F portfolio, value $6,019,152.

    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 70,467 shares
    Change vs previous 13F +2,207 shares

    0.08% of the 13F portfolio, value $6,511,172.

    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 68,260 shares
    Change vs previous 13F -1,989 shares

    0.07% of the 13F portfolio, value $5,625,331.

    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 70,249 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,325,255.

    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).