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Orion Porfolio Solutions, LLC: PJUL position timeline

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

Orion Porfolio Solutions, LLC held 197,777 PJUL 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 197,777 shares
    Change vs previous 13F +10,888 shares

    0.07% of the 13F portfolio, value $9,653,495.

    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 186,889 shares
    Change vs previous 13F -31,934 shares

    0.07% of the 13F portfolio, value $8,590,822.

    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 218,823 shares
    Change vs previous 13F +8,061 shares

    0.07% of the 13F portfolio, value $10,159,952.

    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 210,762 shares
    Change vs previous 13F +38,865 shares

    0.07% of the 13F portfolio, value $9,610,747.

    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 171,897 shares
    Change vs previous 13F +85,473 shares

    0.06% of the 13F portfolio, value $7,537,684.

    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 86,424 shares
    Change vs previous 13F +30,408 shares

    0.03% of the 13F portfolio, value $3,473,381.

    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 56,016 shares
    Change vs previous 13F +2,520 shares

    0.02% of the 13F portfolio, value $2,306,179.

    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 53,496 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,165,513.

    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).