Orion Portfolio Solutions, LLC: WDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on WDS, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 33,431 WDS shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 33,431 sharesChange vs previous 13F +7,004 shares
<0.01% of the 13F portfolio, value $484,421.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,427 sharesChange vs previous 13F -8,445 shares
<0.01% of the 13F portfolio, value $412,260.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,872 sharesChange vs previous 13F -1,748 shares
0.01% of the 13F portfolio, value $601,193.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 36,620 sharesChange vs previous 13F -374 shares
0.01% of the 13F portfolio, value $688,822.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 36,994 sharesChange vs previous 13F +12,807 shares
0.01% of the 13F portfolio, value $738,770.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 24,187 sharesChange vs previous 13F +6,495 shares
0.01% of the 13F portfolio, value $509,136.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 17,692 sharesChange vs previous 13F -256 shares
<0.01% of the 13F portfolio, value $412,047.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 17,948 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $416,214.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).