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Orion Portfolio Solutions, LLC: SPIB position timeline

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

Orion Portfolio Solutions, LLC held 304,943 SPIB 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 304,943 shares
    Change vs previous 13F +632 shares

    0.1% of the 13F portfolio, value $10,136,297.

    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 304,311 shares
    Change vs previous 13F +9,857 shares

    0.1% of the 13F portfolio, value $9,969,228.

    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 294,454 shares
    Change vs previous 13F -946 shares

    0.1% of the 13F portfolio, value $9,926,054.

    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 295,400 shares
    Change vs previous 13F +12,682 shares

    0.1% of the 13F portfolio, value $9,618,236.

    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 282,718 shares
    Change vs previous 13F -13,171 shares

    0.1% of the 13F portfolio, value $9,242,042.

    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 295,889 shares
    Change vs previous 13F -5,389 shares

    0.11% of the 13F portfolio, value $9,660,767.

    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 301,278 shares
    Change vs previous 13F +13,770 shares

    0.11% of the 13F portfolio, value $9,475,181.

    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 287,508 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,231,869.

    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).