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Orion Portfolio Solutions, LLC: WTW position timeline

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

Orion Portfolio Solutions, LLC held 9,961 WTW 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 9,961 shares
    Change vs previous 13F +302 shares

    0.03% of the 13F portfolio, value $3,366,420.

    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 9,659 shares
    Change vs previous 13F +1,775 shares

    0.03% of the 13F portfolio, value $3,025,529.

    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 7,884 shares
    Change vs previous 13F +752 shares

    0.02% of the 13F portfolio, value $2,322,004.

    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 7,132 shares
    Change vs previous 13F +1,696 shares

    0.02% of the 13F portfolio, value $1,869,591.

    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 5,436 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $1,495,029.

    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 5,152 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $1,247,613.

    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 5,039 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,052,984.

    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 5,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,278,667.

    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).