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Orion Porfolio Solutions, LLC: PDI position timeline

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

Orion Porfolio Solutions, LLC held 446,181 PDI 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 446,181 shares
    Change vs previous 13F +130,084 shares

    0.06% of the 13F portfolio, value $7,451,218.

    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 316,097 shares
    Change vs previous 13F +28,309 shares

    0.05% of the 13F portfolio, value $5,408,422.

    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 287,788 shares
    Change vs previous 13F +35,590 shares

    0.04% of the 13F portfolio, value $5,096,714.

    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 252,198 shares
    Change vs previous 13F +27,133 shares

    0.04% of the 13F portfolio, value $4,993,525.

    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 225,065 shares
    Change vs previous 13F +11,697 shares

    0.04% of the 13F portfolio, value $4,269,488.

    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 213,368 shares
    Change vs previous 13F +9,796 shares

    0.04% of the 13F portfolio, value $4,224,692.

    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 203,572 shares
    Change vs previous 13F -3,041 shares

    0.04% of the 13F portfolio, value $3,733,516.

    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 206,613 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,188,046.

    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).