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Orion Porfolio Solutions, LLC: SE position timeline

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

Orion Porfolio Solutions, LLC held 23,345 SE 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 23,345 shares
    Change vs previous 13F -4,739 shares

    0.02% of the 13F portfolio, value $2,237,134.

    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 28,084 shares
    Change vs previous 13F -5,996 shares

    0.02% of the 13F portfolio, value $2,325,661.

    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 34,080 shares
    Change vs previous 13F -1,638 shares

    0.03% of the 13F portfolio, value $4,347,642.

    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 35,718 shares
    Change vs previous 13F +306 shares

    0.05% of the 13F portfolio, value $6,383,957.

    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 35,412 shares
    Change vs previous 13F +11,342 shares

    0.05% of the 13F portfolio, value $5,663,817.

    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 24,070 shares
    Change vs previous 13F -3,531 shares

    0.03% of the 13F portfolio, value $3,140,894.

    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 27,601 shares
    Change vs previous 13F -1,645 shares

    0.03% of the 13F portfolio, value $2,928,413.

    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 29,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,757,313.

    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).