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Orion Porfolio Solutions, LLC: PEP position timeline

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

Orion Porfolio Solutions, LLC held 134,908 PEP 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 134,908 shares
    Change vs previous 13F -5,881 shares

    0.14% of the 13F portfolio, value $18,266,550.

    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 140,789 shares
    Change vs previous 13F -6,769 shares

    0.19% of the 13F portfolio, value $21,863,104.

    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 147,558 shares
    Change vs previous 13F +4,491 shares

    0.16% of the 13F portfolio, value $21,177,407.

    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 143,067 shares
    Change vs previous 13F +2,408 shares

    0.16% of the 13F portfolio, value $20,092,441.

    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 140,659 shares
    Change vs previous 13F -1,380 shares

    0.16% of the 13F portfolio, value $18,572,569.

    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 142,039 shares
    Change vs previous 13F +11,931 shares

    0.21% of the 13F portfolio, value $21,297,261.

    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 130,108 shares
    Change vs previous 13F +5,924 shares

    0.2% of the 13F portfolio, value $19,784,183.

    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 124,184 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,117,426.

    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).