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Orion Porfolio Solutions, LLC: APEI position timeline

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

Orion Porfolio Solutions, LLC held 13,780 APEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,780 shares
    Change vs previous 13F -8,298 shares

    0.01% of the 13F portfolio, value $739,972.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio 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 ended2026-03-31
    13F 22,078 shares
    Change vs previous 13F -2,498 shares

    0.01% of the 13F portfolio, value $1,255,782.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio 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 ended2025-12-31
    13F 24,576 shares
    Change vs previous 13F -20,426 shares

    0.01% of the 13F portfolio, value $928,963.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio 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 ended2025-09-30
    13F 45,002 shares
    Change vs previous 13F +770 shares

    0.01% of the 13F portfolio, value $1,776,219.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio 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 ended2025-06-30
    13F/A 44,232 shares
    Change vs previous 13F -4,037 shares

    0.01% of the 13F portfolio, value $1,347,307.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio 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 ended2025-03-31
    13F 48,269 shares
    Change vs previous 13F -5,628 shares

    0.01% of the 13F portfolio, value $1,077,364.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio 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 ended2024-12-31
    13F 53,897 shares
    Change vs previous 13F +2,583 shares

    0.01% of the 13F portfolio, value $1,162,558.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio 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 ended2024-09-30
    13F 51,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $756,882.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).