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Orion Portfolio Solutions, LLC: XLF position timeline

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

Orion Portfolio Solutions, LLC held 64,342 XLF 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 64,342 shares
    Change vs previous 13F +13,145 shares

    0.03% of the 13F portfolio, value $3,204,873.

    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 51,197 shares
    Change vs previous 13F +10,775 shares

    0.02% of the 13F portfolio, value $2,474,331.

    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 40,422 shares
    Change vs previous 13F -20,860 shares

    0.02% of the 13F portfolio, value $1,831,909.

    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 61,282 shares
    Change vs previous 13F -6,524 shares

    0.03% of the 13F portfolio, value $2,519,279.

    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 67,806 shares
    Change vs previous 13F +6,435 shares

    0.03% of the 13F portfolio, value $2,855,957.

    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 61,371 shares
    Change vs previous 13F -14,454 shares

    0.03% of the 13F portfolio, value $2,331,449.

    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 75,825 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $2,515,104.

    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 75,819 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,555,827.

    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).