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Orion Portfolio Solutions, LLC: SRLN position timeline

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

Orion Portfolio Solutions, LLC held 11,917 SRLN 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 11,917 shares
    Change vs previous 13F -83,615 shares

    <0.01% of the 13F portfolio, value $490,146.

    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 95,532 shares
    Change vs previous 13F -4,460 shares

    0.04% of the 13F portfolio, value $3,986,561.

    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 99,992 shares
    Change vs previous 13F -2,388 shares

    0.04% of the 13F portfolio, value $4,175,665.

    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 102,380 shares
    Change vs previous 13F -4,965 shares

    0.05% of the 13F portfolio, value $4,279,489.

    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 107,345 shares
    Change vs previous 13F +17,745 shares

    0.05% of the 13F portfolio, value $4,520,324.

    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 89,600 shares
    Change vs previous 13F -16,883 shares

    0.04% of the 13F portfolio, value $3,756,037.

    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 106,483 shares
    Change vs previous 13F +15,367 shares

    0.05% of the 13F portfolio, value $4,464,850.

    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 91,116 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,815,024.

    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).