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Orion Portfolio Solutions, LLC: SYY position timeline

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

Orion Portfolio Solutions, LLC held 52,349 SYY 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 52,349 shares
    Change vs previous 13F +2,992 shares

    0.04% of the 13F portfolio, value $3,928,309.

    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 49,357 shares
    Change vs previous 13F +6,868 shares

    0.04% of the 13F portfolio, value $3,773,785.

    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 42,489 shares
    Change vs previous 13F +6,433 shares

    0.03% of the 13F portfolio, value $3,316,668.

    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 36,056 shares
    Change vs previous 13F +8,696 shares

    0.03% of the 13F portfolio, value $2,574,040.

    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 27,360 shares
    Change vs previous 13F +2,552 shares

    0.02% of the 13F portfolio, value $2,221,049.

    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 24,808 shares
    Change vs previous 13F +2,894 shares

    0.02% of the 13F portfolio, value $1,875,699.

    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 21,914 shares
    Change vs previous 13F +6,513 shares

    0.02% of the 13F portfolio, value $1,447,444.

    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 15,401 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,142,720.

    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).