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Disclosery

Orion Portfolio Solutions, LLC: WK position timeline

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

Orion Portfolio Solutions, LLC held 0 WK shares at 2024-03-31 per its 13F-HR filed 2024-05-09.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,212 shares

    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).

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

  2. period ended2023-12-31
    13F 2,212 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $205,650.

    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).

  3. period ended2023-09-30
    13F 2,975 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $301,487.

    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).

  4. period ended2023-06-30
    13F/A 3,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,347.

    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).