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Orion Portfolio Solutions, LLC: UITB position timeline

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

Orion Portfolio Solutions, LLC held 13,655 UITB 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 13,655 shares
    Change vs previous 13F -1,529,402 shares

    0.01% of the 13F portfolio, value $640,958.

    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 1,543,057 shares
    Change vs previous 13F -29,579 shares

    0.71% of the 13F portfolio, value $70,918,923.

    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 1,572,636 shares
    Change vs previous 13F -70,220 shares

    0.75% of the 13F portfolio, value $75,376,436.

    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 1,642,856 shares
    Change vs previous 13F -60,174 shares

    0.8% of the 13F portfolio, value $75,587,809.

    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 1,703,030 shares
    Change vs previous 13F -49,124 shares

    0.85% of the 13F portfolio, value $78,986,538.

    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 1,752,154 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $81,632,867.

    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).