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Orion Porfolio Solutions, LLC: HWM position timeline

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

Orion Porfolio Solutions, LLC held 35,210 HWM 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 35,210 shares
    Change vs previous 13F +5,654 shares

    0.07% of the 13F portfolio, value $9,466,660.

    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 29,556 shares
    Change vs previous 13F +1,530 shares

    0.06% of the 13F portfolio, value $6,811,437.

    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 28,026 shares
    Change vs previous 13F +3,046 shares

    0.04% of the 13F portfolio, value $5,745,910.

    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 24,980 shares
    Change vs previous 13F +1,224 shares

    0.04% of the 13F portfolio, value $4,901,842.

    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 23,756 shares
    Change vs previous 13F +5,039 shares

    0.04% of the 13F portfolio, value $4,421,860.

    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 18,717 shares
    Change vs previous 13F +4,586 shares

    0.02% of the 13F portfolio, value $2,428,127.

    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 14,131 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $1,545,517.

    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 14,373 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,440,895.

    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).