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Orion Portfolio Solutions, LLC: SYF position timeline

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

Orion Portfolio Solutions, LLC held 27,900 SYF 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 27,900 shares
    Change vs previous 13F -531 shares

    0.01% of the 13F portfolio, value $1,477,004.

    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 28,431 shares
    Change vs previous 13F -3,242 shares

    0.02% of the 13F portfolio, value $1,848,019.

    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 31,673 shares
    Change vs previous 13F -818 shares

    0.02% of the 13F portfolio, value $1,579,867.

    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 32,491 shares
    Change vs previous 13F -2,795 shares

    0.02% of the 13F portfolio, value $1,533,247.

    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 35,286 shares
    Change vs previous 13F +4,935 shares

    0.02% of the 13F portfolio, value $1,521,535.

    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 30,351 shares
    Change vs previous 13F -1,759 shares

    0.01% of the 13F portfolio, value $1,189,767.

    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 32,110 shares
    Change vs previous 13F -530 shares

    0.01% of the 13F portfolio, value $981,609.

    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 32,640 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,107,156.

    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).