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Orion Porfolio Solutions, LLC: PNW position timeline

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

Orion Porfolio Solutions, LLC held 25,260 PNW 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 25,260 shares
    Change vs previous 13F +315 shares

    0.02% of the 13F portfolio, value $2,702,865.

    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 24,945 shares
    Change vs previous 13F +981 shares

    0.02% of the 13F portfolio, value $2,513,228.

    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 23,964 shares
    Change vs previous 13F +343 shares

    0.02% of the 13F portfolio, value $2,125,578.

    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 23,621 shares
    Change vs previous 13F +962 shares

    0.02% of the 13F portfolio, value $2,117,877.

    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 22,659 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $2,027,347.

    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 22,827 shares
    Change vs previous 13F +354 shares

    0.02% of the 13F portfolio, value $2,174,251.

    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 22,473 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $1,905,062.

    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 22,493 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,992,659.

    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).