Skip to content
Disclosery

Orion Portfolio Solutions, LLC: VPU position timeline

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

Orion Portfolio Solutions, LLC held 13,184 VPU 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 13,184 shares
    Change vs previous 13F +9,666 shares

    0.02% of the 13F portfolio, value $2,252,029.

    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 3,518 shares
    Change vs previous 13F -1,620 shares

    0.01% of the 13F portfolio, value $574,980.

    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 5,138 shares
    Change vs previous 13F -1,443 shares

    0.01% of the 13F portfolio, value $894,328.

    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 6,581 shares
    Change vs previous 13F +1,130 shares

    0.01% of the 13F portfolio, value $973,472.

    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 5,451 shares
    Change vs previous 13F +5,451 shares

    0.01% of the 13F portfolio, value $777,213.

    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 0 shares
    Change vs previous 13F -6,691 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-09-30
    13F 6,691 shares
    Change vs previous 13F +4,248 shares

    0.01% of the 13F portfolio, value $853,339.

    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 2,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,286.

    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).