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Orion Portfolio Solutions, LLC: WY position timeline

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

Orion Portfolio Solutions, LLC held 22,656 WY 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 22,656 shares
    Change vs previous 13F +22,656 shares

    0.01% of the 13F portfolio, value $663,356.

    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 0 shares
    Change vs previous 13F -25,232 shares

    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).

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

  3. period ended2024-09-30
    13F 25,232 shares
    Change vs previous 13F -2,787 shares

    0.01% of the 13F portfolio, value $854,356.

    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 28,019 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $795,463.

    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 27,829 shares
    Change vs previous 13F -15,831 shares

    0.01% of the 13F portfolio, value $999,344.

    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 43,660 shares
    Change vs previous 13F -11,925 shares

    0.02% of the 13F portfolio, value $1,486,625.

    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 55,585 shares
    Change vs previous 13F -3,468 shares

    0.02% of the 13F portfolio, value $1,704,223.

    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 59,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,978,879.

    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).