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Orion Porfolio Solutions, LLC: EDGF position timeline

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

Orion Porfolio Solutions, LLC held 13,145,837 EDGF 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 13,145,837 shares
    Change vs previous 13F -1,479,338 shares

    2.48% of the 13F portfolio, value $323,979,173.

    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 14,625,175 shares
    Change vs previous 13F +6,501,546 shares

    3.08% of the 13F portfolio, value $361,753,720.

    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 8,123,629 shares
    Change vs previous 13F +2,688,678 shares

    1.47% of the 13F portfolio, value $200,247,452.

    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 5,434,951 shares
    Change vs previous 13F +94,428 shares

    1.05% of the 13F portfolio, value $135,058,536.

    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 5,340,523 shares
    Change vs previous 13F +1,089,162 shares

    1.13% of the 13F portfolio, value $132,124,524.

    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 4,251,361 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $105,752,609.

    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).