Skip to content

Orion Portfolio Solutions, LLC: USHY position timeline

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

Orion Portfolio Solutions, LLC held 78,802 USHY 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 78,802 shares
    Change vs previous 13F +13,700 shares

    0.03% of the 13F portfolio, value $2,900,721.

    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 65,102 shares
    Change vs previous 13F +7,322 shares

    0.02% of the 13F portfolio, value $2,395,115.

    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 57,780 shares
    Change vs previous 13F +7,238 shares

    0.02% of the 13F portfolio, value $2,175,434.

    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 50,542 shares
    Change vs previous 13F +11,360 shares

    0.02% of the 13F portfolio, value $1,833,667.

    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 39,182 shares
    Change vs previous 13F -10,351 shares

    0.02% of the 13F portfolio, value $1,433,651.

    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 49,533 shares
    Change vs previous 13F +25,962 shares

    0.02% of the 13F portfolio, value $1,793,577.

    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 23,571 shares
    Change vs previous 13F -2,073 shares

    0.01% of the 13F portfolio, value $818,132.

    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 25,644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $905,216.

    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).