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Orion Portfolio Solutions, LLC: TIPX position timeline

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

Orion Portfolio Solutions, LLC held 16,216 TIPX 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 16,216 shares
    Change vs previous 13F +1,585 shares

    <0.01% of the 13F portfolio, value $311,184.

    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 14,631 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $270,527.

    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 14,241 shares
    Change vs previous 13F -71,548 shares

    <0.01% of the 13F portfolio, value $269,869.

    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 85,789 shares
    Change vs previous 13F +1,543 shares

    0.02% of the 13F portfolio, value $1,585,372.

    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 84,246 shares
    Change vs previous 13F -8,201 shares

    0.02% of the 13F portfolio, value $1,570,343.

    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 92,447 shares
    Change vs previous 13F -43,990 shares

    0.02% of the 13F portfolio, value $1,712,116.

    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 136,437 shares
    Change vs previous 13F -5,285 shares

    0.03% of the 13F portfolio, value $2,466,782.

    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 141,722 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,616,194.

    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).