Skip to content
Disclosery

Orion Porfolio Solutions, LLC: HE position timeline

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

Orion Porfolio Solutions, LLC held 30,540 HE 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 30,540 shares
    Change vs previous 13F -1,954 shares

    <0.01% of the 13F portfolio, value $413,207.

    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 32,494 shares
    Change vs previous 13F -2,470 shares

    <0.01% of the 13F portfolio, value $482,211.

    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 34,964 shares
    Change vs previous 13F +10,610 shares

    <0.01% of the 13F portfolio, value $430,057.

    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 24,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,868.

    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).