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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

AON holding history

Aon plc in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AON overviewAll 13F holders of AONFull Q1 2025 holdings

Shares (Q1 2025)
64,295
Value
$25.7M
% of portfolio
0.3%
Quarters held
17
Since Q1 2021
Holdings of AON by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202564,295$25.7M0.3%+253+0.4%AddedHolders
Q4 202464,042$23.0M0.2%−5,381−7.8%ReducedHolders
Q3 202469,423$24.0M0.2%−6,250−8.3%ReducedHolders
Q2 202475,673$22.2M0.2%−6,017−7.4%ReducedHolders
Q1 202481,690$27.3M0.3%+3,102+3.9%AddedHolders
Q4 202378,588$23.2M0.3%−8,201−9.4%ReducedHolders
Q3 202386,789$28.1M0.3%−2,393−2.7%ReducedHolders
Q2 202389,182$30.8M0.3%+2,523+2.9%AddedHolders
Q1 202386,659$27.3M0.4%+84,927+4,903.4%AddedHolders
Q4 20221,732$519.8K<0.1%−14−0.8%ReducedHolders
Q3 20221,746$468.0K<0.1%+383+28.1%AddedHolders
Q2 20221,363$368.0K<0.1%−113−7.7%ReducedHolders
Q1 20221,476$481.0K<0.1%−17−1.1%ReducedHolders
Q4 20211,493$449.0K<0.1%+219+17.2%AddedHolders
Q3 20211,274$364.0K<0.1%+119+10.3%AddedHolders
Q2 20211,155$276.0K<0.1%+197+20.6%AddedHolders
Q1 2021958$220.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.