Skip to content
Disclosery

Orion Porfolio Solutions, LLC: HLN position timeline

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

Orion Porfolio Solutions, LLC held 478,177 HLN 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 478,177 shares
    Change vs previous 13F +90,018 shares

    0.03% of the 13F portfolio, value $4,461,391.

    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 388,159 shares
    Change vs previous 13F +1,076 shares

    0.03% of the 13F portfolio, value $3,885,470.

    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 387,083 shares
    Change vs previous 13F +177,299 shares

    0.03% of the 13F portfolio, value $3,913,407.

    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 209,784 shares
    Change vs previous 13F -103,908 shares

    0.01% of the 13F portfolio, value $1,881,765.

    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 313,692 shares
    Change vs previous 13F +15,649 shares

    0.03% of the 13F portfolio, value $3,252,979.

    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 298,043 shares
    Change vs previous 13F -81,131 shares

    0.03% of the 13F portfolio, value $3,066,860.

    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 379,174 shares
    Change vs previous 13F -10,298 shares

    0.04% of the 13F portfolio, value $3,617,317.

    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 389,472 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,120,611.

    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).