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Orion Porfolio Solutions, LLC: KEX position timeline

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

Orion Porfolio Solutions, LLC held 17,708 KEX 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 17,708 shares
    Change vs previous 13F -14,483 shares

    0.02% of the 13F portfolio, value $2,407,822.

    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 32,191 shares
    Change vs previous 13F -3,227 shares

    0.04% of the 13F portfolio, value $4,277,604.

    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 35,418 shares
    Change vs previous 13F +8,978 shares

    0.03% of the 13F portfolio, value $3,902,408.

    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 26,440 shares
    Change vs previous 13F +1,116 shares

    0.02% of the 13F portfolio, value $2,206,458.

    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 25,324 shares
    Change vs previous 13F +2,615 shares

    0.02% of the 13F portfolio, value $2,871,995.

    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 22,709 shares
    Change vs previous 13F +2,518 shares

    0.02% of the 13F portfolio, value $2,293,836.

    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 20,191 shares
    Change vs previous 13F +245 shares

    0.02% of the 13F portfolio, value $2,136,208.

    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 19,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,441,989.

    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).