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
- period ended2025-03-3113F/A 304,943 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 304,311 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 294,454 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 295,400 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 282,718 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 295,889 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 301,278 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 287,508 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).