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Orion Portfolio Solutions, LLC: STAG position timeline

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

Orion Portfolio Solutions, LLC held 72,231 STAG 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 72,231 shares
    Change vs previous 13F +5,786 shares

    0.03% of the 13F portfolio, value $2,608,971.

    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 66,445 shares
    Change vs previous 13F +2,372 shares

    0.02% of the 13F portfolio, value $2,247,167.

    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 64,073 shares
    Change vs previous 13F -4,911 shares

    0.02% of the 13F portfolio, value $2,504,607.

    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 68,984 shares
    Change vs previous 13F -8,460 shares

    0.03% of the 13F portfolio, value $2,487,592.

    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 77,444 shares
    Change vs previous 13F -8,466 shares

    0.03% of the 13F portfolio, value $2,976,945.

    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 85,910 shares
    Change vs previous 13F -5,330 shares

    0.04% of the 13F portfolio, value $3,349,644.

    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 91,240 shares
    Change vs previous 13F -10,846 shares

    0.04% of the 13F portfolio, value $3,148,680.

    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 102,086 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,662,850.

    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).