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Orion Porfolio Solutions, LLC: HLNE position timeline

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

Orion Porfolio Solutions, LLC held 11,756 HLNE 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 11,756 shares
    Change vs previous 13F +2,897 shares

    0.01% of the 13F portfolio, value $926,749.

    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 8,859 shares
    Change vs previous 13F -2,343 shares

    0.01% of the 13F portfolio, value $880,634.

    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 11,202 shares
    Change vs previous 13F +6,674 shares

    0.01% of the 13F portfolio, value $1,504,526.

    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 4,528 shares
    Change vs previous 13F -2,361 shares

    <0.01% of the 13F portfolio, value $610,254.

    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 6,889 shares
    Change vs previous 13F -11,595 shares

    0.01% of the 13F portfolio, value $979,048.

    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 18,484 shares
    Change vs previous 13F +2,404 shares

    0.03% of the 13F portfolio, value $2,747,996.

    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 16,080 shares
    Change vs previous 13F +1,179 shares

    0.02% of the 13F portfolio, value $2,380,627.

    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 14,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,509,137.

    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).