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Orion Porfolio Solutions, LLC: PCG position timeline

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

Orion Porfolio Solutions, LLC held 46,008 PCG 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 46,008 shares
    Change vs previous 13F +3,187 shares

    0.01% of the 13F portfolio, value $773,851.

    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 42,821 shares
    Change vs previous 13F -51,981 shares

    0.01% of the 13F portfolio, value $752,372.

    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 94,802 shares
    Change vs previous 13F -145,267 shares

    0.01% of the 13F portfolio, value $1,523,467.

    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 240,069 shares
    Change vs previous 13F +1,880 shares

    0.03% of the 13F portfolio, value $3,620,246.

    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 238,189 shares
    Change vs previous 13F +218,573 shares

    0.03% of the 13F portfolio, value $3,320,360.

    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 19,616 shares
    Change vs previous 13F +3,113 shares

    <0.01% of the 13F portfolio, value $336,999.

    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 16,503 shares
    Change vs previous 13F +2,085 shares

    <0.01% of the 13F portfolio, value $333,023.

    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 14,418 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,035.

    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).