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Orion Portfolio Solutions, LLC: SPHQ position timeline

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

Orion Portfolio Solutions, LLC held 71,948 SPHQ 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 71,948 shares
    Change vs previous 13F -685 shares

    0.05% of the 13F portfolio, value $4,773,042.

    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 72,633 shares
    Change vs previous 13F -6,555 shares

    0.05% of the 13F portfolio, value $4,868,602.

    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 79,188 shares
    Change vs previous 13F -1,047 shares

    0.05% of the 13F portfolio, value $5,326,945.

    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 80,235 shares
    Change vs previous 13F -5,133 shares

    0.05% of the 13F portfolio, value $5,098,141.

    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 85,368 shares
    Change vs previous 13F -61,485 shares

    0.06% of the 13F portfolio, value $5,157,898.

    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 146,853 shares
    Change vs previous 13F -883,846 shares

    0.09% of the 13F portfolio, value $7,922,750.

    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 1,030,699 shares
    Change vs previous 13F -998,004 shares

    0.62% of the 13F portfolio, value $51,576,211.

    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 2,028,703 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $102,347,068.

    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).