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Orion Porfolio Solutions, LLC: PPI position timeline

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

Orion Porfolio Solutions, LLC held 51,662 PPI 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 51,662 shares
    Change vs previous 13F +8,594 shares

    0.01% of the 13F portfolio, value $1,099,787.

    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 43,068 shares
    Change vs previous 13F -12,485 shares

    0.01% of the 13F portfolio, value $895,737.

    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 55,553 shares
    Change vs previous 13F +14,179 shares

    0.01% of the 13F portfolio, value $1,034,743.

    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 41,374 shares
    Change vs previous 13F +3,022 shares

    0.01% of the 13F portfolio, value $758,191.

    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 38,352 shares
    Change vs previous 13F +3,041 shares

    0.01% of the 13F portfolio, value $626,864.

    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 35,311 shares
    Change vs previous 13F +5,850 shares

    0.01% of the 13F portfolio, value $511,656.

    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 29,461 shares
    Change vs previous 13F +3,795 shares

    <0.01% of the 13F portfolio, value $426,890.

    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 25,666 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,967.

    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).