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Disclosery

Orion Porfolio Solutions, LLC: PI position timeline

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

Orion Porfolio Solutions, LLC held 4,127 PI 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 4,127 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $591,110.

    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 3,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,466.

    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).