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Orion Porfolio Solutions, LLC: EFG position timeline

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

Orion Porfolio Solutions, LLC held 190,756 EFG 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 190,756 shares
    Change vs previous 13F +10,291 shares

    0.18% of the 13F portfolio, value $23,733,921.

    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 180,465 shares
    Change vs previous 13F +107,584 shares

    0.17% of the 13F portfolio, value $20,098,448.

    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 72,881 shares
    Change vs previous 13F +14,536 shares

    0.06% of the 13F portfolio, value $8,302,633.

    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 58,345 shares
    Change vs previous 13F -73,888 shares

    0.05% of the 13F portfolio, value $6,644,368.

    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 132,233 shares
    Change vs previous 13F +27,296 shares

    0.13% of the 13F portfolio, value $14,810,087.

    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 104,937 shares
    Change vs previous 13F -103,971 shares

    0.1% of the 13F portfolio, value $10,493,753.

    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 208,908 shares
    Change vs previous 13F +43,761 shares

    0.2% of the 13F portfolio, value $20,228,600.

    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 165,147 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $17,778,054.

    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).