Orion Porfolio Solutions, LLC: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on AEP, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 46,407 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 46,407 sharesChange vs previous 13F -1,000 shares
0.05% of the 13F portfolio, value $6,348,841.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,407 sharesChange vs previous 13F -6,977 shares
0.05% of the 13F portfolio, value $6,214,067.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,384 sharesChange vs previous 13F -587 shares
0.05% of the 13F portfolio, value $6,271,047.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,971 sharesChange vs previous 13F +3,065 shares
0.05% of the 13F portfolio, value $6,184,256.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 51,906 sharesChange vs previous 13F +2,621 shares
0.05% of the 13F portfolio, value $5,385,722.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,285 sharesChange vs previous 13F +2,312 shares
0.05% of the 13F portfolio, value $5,385,292.
13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 46,973 sharesChange vs previous 13F +2,129 shares
0.04% of the 13F portfolio, value $4,332,408.
13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,844 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,601,044.
13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).