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Orion Portfolio Solutions, LLC: ULST position timeline

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

Orion Portfolio Solutions, LLC held 13,896 ULST 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 13,896 shares
    Change vs previous 13F +2,842 shares

    0.01% of the 13F portfolio, value $564,872.

    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 11,054 shares
    Change vs previous 13F -2,816 shares

    <0.01% of the 13F portfolio, value $446,692.

    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 13,870 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $565,619.

    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 14,103 shares
    Change vs previous 13F -4,601 shares

    0.01% of the 13F portfolio, value $570,748.

    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 18,704 shares
    Change vs previous 13F -51,125 shares

    0.01% of the 13F portfolio, value $757,512.

    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 69,829 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,822,838.

    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).