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Orion Portfolio Solutions, LLC: WTFC position timeline

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

Orion Portfolio Solutions, LLC held 32,138 WTFC 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 32,138 shares
    Change vs previous 13F +906 shares

    0.04% of the 13F portfolio, value $3,614,215.

    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 31,232 shares
    Change vs previous 13F -2,770 shares

    0.04% of the 13F portfolio, value $3,894,996.

    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 34,002 shares
    Change vs previous 13F -1,100 shares

    0.04% of the 13F portfolio, value $3,690,218.

    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 35,102 shares
    Change vs previous 13F -1,405 shares

    0.04% of the 13F portfolio, value $3,459,608.

    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 36,507 shares
    Change vs previous 13F +15,028 shares

    0.04% of the 13F portfolio, value $3,810,999.

    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 21,479 shares
    Change vs previous 13F -1,502 shares

    0.02% of the 13F portfolio, value $2,008,295.

    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 22,981 shares
    Change vs previous 13F -3,235 shares

    0.02% of the 13F portfolio, value $1,735,072.

    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 26,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,903,809.

    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).