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Orion Portfolio Solutions, LLC: USTB position timeline

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

Orion Portfolio Solutions, LLC held 34,415 USTB 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 34,415 shares
    Change vs previous 13F -7,386 shares

    0.02% of the 13F portfolio, value $1,743,140.

    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 41,801 shares
    Change vs previous 13F +4,956 shares

    0.02% of the 13F portfolio, value $2,098,393.

    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 36,845 shares
    Change vs previous 13F +401 shares

    0.02% of the 13F portfolio, value $1,872,070.

    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 36,444 shares
    Change vs previous 13F -12,713 shares

    0.02% of the 13F portfolio, value $1,814,907.

    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 49,157 shares
    Change vs previous 13F -338,283 shares

    0.03% of the 13F portfolio, value $2,449,495.

    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 387,440 shares
    Change vs previous 13F -139,368 shares

    0.22% of the 13F portfolio, value $19,178,293.

    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 526,808 shares
    Change vs previous 13F -485,944 shares

    0.31% of the 13F portfolio, value $25,771,449.

    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 1,012,752 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $49,503,303.

    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).