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Orion Portfolio Solutions, LLC: TQQQ position timeline

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

Orion Portfolio Solutions, LLC held 169,149 TQQQ 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 169,149 shares
    Change vs previous 13F +11,553 shares

    0.1% of the 13F portfolio, value $9,692,263.

    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 157,596 shares
    Change vs previous 13F +10,284 shares

    0.12% of the 13F portfolio, value $12,470,607.

    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 147,312 shares
    Change vs previous 13F +19,692 shares

    0.11% of the 13F portfolio, value $10,678,673.

    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 127,620 shares
    Change vs previous 13F -2,537 shares

    0.1% of the 13F portfolio, value $9,420,892.

    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 130,157 shares
    Change vs previous 13F +15,821 shares

    0.09% of the 13F portfolio, value $8,012,451.

    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 114,336 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,573,901.

    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).