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Orion Portfolio Solutions, LLC: XLY position timeline

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

Orion Portfolio Solutions, LLC held 6,174 XLY 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 6,174 shares
    Change vs previous 13F -575 shares

    0.01% of the 13F portfolio, value $1,219,032.

    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 6,749 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $1,514,128.

    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 6,483 shares
    Change vs previous 13F -3,032 shares

    0.01% of the 13F portfolio, value $1,299,074.

    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 9,515 shares
    Change vs previous 13F -519 shares

    0.02% of the 13F portfolio, value $1,735,589.

    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 10,034 shares
    Change vs previous 13F +2,450 shares

    0.02% of the 13F portfolio, value $1,845,167.

    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 7,584 shares
    Change vs previous 13F -4,186 shares

    0.02% of the 13F portfolio, value $1,331,514.

    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 11,770 shares
    Change vs previous 13F +340 shares

    0.02% of the 13F portfolio, value $1,894,703.

    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 11,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,940,908.

    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).