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Orion Porfolio Solutions, LLC: EXEL position timeline

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

Orion Porfolio Solutions, LLC held 28,223 EXEL 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 28,223 shares
    Change vs previous 13F +2,709 shares

    0.01% of the 13F portfolio, value $1,535,603.

    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 25,514 shares
    Change vs previous 13F -24,576 shares

    0.01% of the 13F portfolio, value $1,094,287.

    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 50,090 shares
    Change vs previous 13F -5,836 shares

    0.02% of the 13F portfolio, value $2,195,458.

    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 55,926 shares
    Change vs previous 13F +625 shares

    0.02% of the 13F portfolio, value $2,309,756.

    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 55,301 shares
    Change vs previous 13F +9,224 shares

    0.02% of the 13F portfolio, value $2,437,394.

    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 46,077 shares
    Change vs previous 13F -7,451 shares

    0.02% of the 13F portfolio, value $1,701,163.

    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 53,528 shares
    Change vs previous 13F -5,729 shares

    0.02% of the 13F portfolio, value $1,782,483.

    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 59,257 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,537,719.

    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).