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Orion Portfolio Solutions, LLC: T position timeline

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

Orion Portfolio Solutions, LLC held 450,893 T 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 450,893 shares
    Change vs previous 13F +127,805 shares

    0.12% of the 13F portfolio, value $12,751,275.

    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 323,088 shares
    Change vs previous 13F +11,687 shares

    0.07% of the 13F portfolio, value $7,356,702.

    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 311,401 shares
    Change vs previous 13F -17,436 shares

    0.07% of the 13F portfolio, value $6,850,817.

    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 328,837 shares
    Change vs previous 13F +638 shares

    0.07% of the 13F portfolio, value $6,284,070.

    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 328,199 shares
    Change vs previous 13F +12,591 shares

    0.06% of the 13F portfolio, value $5,776,289.

    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 315,608 shares
    Change vs previous 13F -1,693 shares

    0.06% of the 13F portfolio, value $5,466,331.

    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 317,301 shares
    Change vs previous 13F -137,199 shares

    0.06% of the 13F portfolio, value $4,765,861.

    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 454,500 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,249,272.

    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).