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
- period ended2026-06-3013F 446,181 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 316,097 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 287,788 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 252,198 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 225,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 213,368 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 203,572 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 206,613 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).