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Orion Porfolio Solutions, LLC: PERI position timeline

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

Orion Porfolio Solutions, LLC held 108,081 PERI 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 108,081 shares
    Change vs previous 13F +5,383 shares

    0.01% of the 13F portfolio, value $1,049,466.

    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 102,698 shares
    Change vs previous 13F +12,064 shares

    0.01% of the 13F portfolio, value $1,025,952.

    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 90,634 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $868,273.

    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 90,387 shares
    Change vs previous 13F +28,059 shares

    0.01% of the 13F portfolio, value $867,715.

    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 62,328 shares
    Change vs previous 13F +1,048 shares

    0.01% of the 13F portfolio, value $632,629.

    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 61,280 shares
    Change vs previous 13F +26,573 shares

    <0.01% of the 13F portfolio, value $498,819.

    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 34,707 shares
    Change vs previous 13F +2,711 shares

    <0.01% of the 13F portfolio, value $293,968.

    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 31,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,128.

    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).