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Orion Porfolio Solutions, LLC: EXC position timeline

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

Orion Porfolio Solutions, LLC held 22,629 EXC 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 22,629 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $1,054,938.

    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 23,198 shares
    Change vs previous 13F -4,107 shares

    0.01% of the 13F portfolio, value $1,137,179.

    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 27,305 shares
    Change vs previous 13F +2,265 shares

    0.01% of the 13F portfolio, value $1,190,205.

    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 25,040 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $1,127,032.

    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 25,952 shares
    Change vs previous 13F +7,119 shares

    0.01% of the 13F portfolio, value $1,126,825.

    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 18,833 shares
    Change vs previous 13F +10,197 shares

    0.01% of the 13F portfolio, value $867,831.

    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 8,636 shares
    Change vs previous 13F -482 shares

    <0.01% of the 13F portfolio, value $325,077.

    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 9,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $369,741.

    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).