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Orion Porfolio Solutions, LLC: EDGU position timeline

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

Orion Porfolio Solutions, LLC held 3,151,205 EDGU 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 3,151,205 shares
    Change vs previous 13F +1,770,321 shares

    0.77% of the 13F portfolio, value $100,838,588.

    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 1,380,884 shares
    Change vs previous 13F +559,776 shares

    0.33% of the 13F portfolio, value $38,366,899.

    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 821,108 shares
    Change vs previous 13F -110,096 shares

    0.17% of the 13F portfolio, value $23,376,949.

    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 931,204 shares
    Change vs previous 13F -109,203 shares

    0.2% of the 13F portfolio, value $26,035,165.

    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 1,040,407 shares
    Change vs previous 13F -110,089 shares

    0.23% of the 13F portfolio, value $27,071,392.

    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 1,150,496 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $27,920,806.

    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).