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Orion Porfolio Solutions, LLC: EDGH position timeline

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

Orion Porfolio Solutions, LLC held 2,954,394 EDGH 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 2,954,394 shares
    Change vs previous 13F +401,389 shares

    0.72% of the 13F portfolio, value $93,979,276.

    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 2,553,005 shares
    Change vs previous 13F -402,757 shares

    0.74% of the 13F portfolio, value $87,338,287.

    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 2,955,762 shares
    Change vs previous 13F -424,448 shares

    0.66% of the 13F portfolio, value $89,912,212.

    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 3,380,210 shares
    Change vs previous 13F +1,109,902 shares

    0.76% of the 13F portfolio, value $97,451,446.

    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 2,270,308 shares
    Change vs previous 13F +607,495 shares

    0.51% of the 13F portfolio, value $59,731,804.

    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 1,662,813 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $43,349,532.

    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).