Orion Porfolio Solutions, LLC SEC EDGAR Filings (CIK 0001360533)

SEC EDGAR filings, ownership reports, and insider transactions for Orion Porfolio Solutions, LLC.

Business address
17605 Wright Street, Omaha, NE, 68130
Top securities (13F)
SECT, IVV, BUYW, AAPL, NVDA, MSFT, VTI, EDGF, VUG, VEA, AMZN, GOOGL, VOO, AGG, VTV, IXUS, AVGO, IWF, EDGI, and EDGH
State of incorporation
NE
Fiscal year end
31 December
Former names
Brinker Capital Investments, LLC (to 06 Feb 2023), CLS Investments, LLC (to 12 Aug 2020), CLS INVESTMENT FIRM, LLC (to 13 May 2009)
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Orion Porfolio Solutions, LLC has filed 96 SEC EDGAR filings since 26 Apr 2006

Latest Filings

Recent SEC filings for Orion Porfolio Solutions, LLC including 13F-HR, 40-APP, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2026 31 Dec 2025 028-11877
40-APP Open 40-APP document View SEC filing for 40-APP 40-APP 19 Nov 2025 812-15943-01,803-00291-01
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-11877
N-PX Open N-PX document View SEC filing for N-PX 02 Sep 2025 30 Jun 2025 028-11877
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 27 Aug 2025 30 Jun 2025 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-11877
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2024 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2025 31 Mar 2025 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2025 31 Dec 2024 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Sep 2024 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Jun 2024 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 31 Mar 2024 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 31 Dec 2023 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Sep 2023 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Jun 2023 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 31 Mar 2023 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2023 31 Dec 2022 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2022 30 Jun 2022 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2022 31 Dec 2021 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2021 30 Sep 2021 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2021 30 Jun 2021 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2021 31 Mar 2021 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Dec 2020 30 Sep 2020 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2020 30 Jun 2020 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2020 31 Mar 2020 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2020 31 Dec 2019 028-11877
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 06 Feb 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2019 30 Sep 2019 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2019 30 Jun 2019 028-11877
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 14 Jun 2019
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2019 31 Mar 2019 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-11877
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 08 Feb 2019
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2018 31 Mar 2018 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2018 31 Dec 2017 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2017 30 Jun 2017 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2017 31 Mar 2017 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2017 31 Dec 2016 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2016 30 Jun 2016 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2016 31 Mar 2016 028-11877
APP ORDR Open APP ORDR document View SEC filing for APP ORDR 19 Apr 2016 812-14554
APP NTC Open APP NTC document View SEC filing for APP NTC 19 Apr 2016 812-14554
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2016 31 Dec 2015 028-11877
40-APP/A Open 40-APP/A document View SEC filing for 40-APP/A 40-APP/A 01 Feb 2016 812-14554
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2015 30 Sep 2015 028-11877
40-APP Open 40-APP document View SEC filing for 40-APP 40-APP 29 Sep 2015 812-14554
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2015 30 Jun 2015 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2015 31 Mar 2015 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2015 31 Dec 2014 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2014 30 Sep 2014 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2014 30 Jun 2014 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2014 31 Mar 2014 028-11877
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 18 Feb 2014 30 Sep 2013 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2014 31 Dec 2013 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2013 30 Sep 2013 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2013 30 Jun 2013 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 14 May 2013 31 Mar 2013 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 14 Feb 2013 31 Dec 2012 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 13 Nov 2012 30 Sep 2012 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 14 Aug 2012 30 Jun 2012 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 15 May 2012 31 Mar 2012 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 14 Feb 2012 31 Dec 2011 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 10 Nov 2011 30 Sep 2011 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 11 Aug 2011 30 Jun 2011 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 11 May 2011 31 Mar 2011 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 14 Feb 2011 31 Dec 2010 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 12 Nov 2010 30 Sep 2010 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS 13 Aug 2010 30 Jun 2010 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 13 May 2010 31 Mar 2010 028-11877
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLS INVESTMENTS, LLC 12 Feb 2010 31 Dec 2009 028-11877

About this filer

Orion Porfolio Solutions, LLC files with the SEC under CIK 0001360533. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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