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Orion Porfolio Solutions, LLC: EDGI position timeline

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

Orion Porfolio Solutions, LLC held 1,735,020 EDGI 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 1,735,020 shares
    Change vs previous 13F +1,141,345 shares

    0.41% of the 13F portfolio, value $53,674,906.

    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 593,675 shares
    Change vs previous 13F -3,058,602 shares

    0.14% of the 13F portfolio, value $16,818,804.

    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 3,652,277 shares
    Change vs previous 13F +966,342 shares

    0.76% of the 13F portfolio, value $103,651,616.

    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 2,685,935 shares
    Change vs previous 13F +1,075,476 shares

    0.58% of the 13F portfolio, value $74,458,156.

    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 1,610,459 shares
    Change vs previous 13F +1,174,364 shares

    0.36% of the 13F portfolio, value $41,956,793.

    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 436,095 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,378,532.

    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).