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Orion Portfolio Solutions, LLC: TELFY position timeline

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

Orion Portfolio Solutions, LLC held 95,513 TELFY 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 95,513 shares
    Change vs previous 13F +40,428 shares

    <0.01% of the 13F portfolio, value $445,091.

    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 55,085 shares
    Change vs previous 13F +4,961 shares

    <0.01% of the 13F portfolio, value $221,441.

    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 50,124 shares
    Change vs previous 13F +4,181 shares

    <0.01% of the 13F portfolio, value $243,602.

    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 45,943 shares
    Change vs previous 13F +10,971 shares

    <0.01% of the 13F portfolio, value $193,420.

    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 34,972 shares
    Change vs previous 13F +10,901 shares

    <0.01% of the 13F portfolio, value $154,227.

    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 24,071 shares
    Change vs previous 13F -519 shares

    <0.01% of the 13F portfolio, value $98,932.

    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 24,590 shares
    Change vs previous 13F -23,694 shares

    <0.01% of the 13F portfolio, value $100,081.

    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 48,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $194,585.

    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).