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Orion Portfolio Solutions, LLC: TFI position timeline

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

Orion Portfolio Solutions, LLC held 26,471 TFI 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 26,471 shares
    Change vs previous 13F +1,889 shares

    0.01% of the 13F portfolio, value $1,193,066.

    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 24,582 shares
    Change vs previous 13F -1,723 shares

    0.01% of the 13F portfolio, value $1,121,428.

    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 26,305 shares
    Change vs previous 13F -10,687 shares

    0.01% of the 13F portfolio, value $1,231,883.

    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 36,992 shares
    Change vs previous 13F +15,130 shares

    0.02% of the 13F portfolio, value $1,692,378.

    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 21,862 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $1,016,125.

    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 21,667 shares
    Change vs previous 13F +708 shares

    0.01% of the 13F portfolio, value $1,019,232.

    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 20,959 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $915,890.

    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 20,625 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $952,050.

    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).