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Orion Porfolio Solutions, LLC: ESI position timeline

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

Orion Porfolio Solutions, LLC held 63,428 ESI 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 63,428 shares
    Change vs previous 13F -7,635 shares

    0.02% of the 13F portfolio, value $3,028,667.

    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 71,063 shares
    Change vs previous 13F -31,978 shares

    0.02% of the 13F portfolio, value $2,426,094.

    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 103,041 shares
    Change vs previous 13F +23,466 shares

    0.02% of the 13F portfolio, value $2,574,977.

    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 79,575 shares
    Change vs previous 13F -749 shares

    0.02% of the 13F portfolio, value $2,002,893.

    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 80,324 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $1,819,331.

    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 79,947 shares
    Change vs previous 13F +4,050 shares

    0.02% of the 13F portfolio, value $1,807,595.

    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 75,897 shares
    Change vs previous 13F -4,178 shares

    0.02% of the 13F portfolio, value $1,930,061.

    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 80,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,174,823.

    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).