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Orion Portfolio Solutions, LLC Info

Orion Portfolio Solutions, LLC info

Orion Portfolio Solutions, LLC (SEC CIK 1802647) first filed with the SEC on 2020-02-14 (Form 13F-HR) and has filed 27 times since, including 22 Form 13F-HR quarterly holdings reports. It is organized in NE and registered at 17605 WRIGHT STREET, OMAHA, NE, 68130.

  • Name: Value Orion Portfolio Solutions, LLC.
  • SEC CIK: Value 1802647.
  • State of organization: Value NE.
  • Business address: Value 17605 WRIGHT STREET, OMAHA, NE, 68130.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameOrion Portfolio Solutions, LLC
SEC CIK1802647
State of organizationNE
Business address17605 WRIGHT STREET, OMAHA, NE, 68130
Mailing address17605 WRIGHT STREET, OMAHA, NE, 68130
Phone800-379-2513
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2020-02-14 (Form 13F-HR)
Latest SEC filing2025-05-15 (Form 13F-HR/A)
Filings on EDGAR27
First Form 13F-HR2020-02-14 (quarter ended 2019-12-31)
Latest Form 13F-HR2025-05-14 (quarter ended 2025-03-31)
Form 13F-HR filings22

Filings by Form

FormFilingsLatest
13F-HR222025-05-14
13F-HR/A42025-05-15
N-PX12024-08-22

Filings by Year

YearFilingsForm 13F-HR
202532
202454
202364
202244
202144
202054

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