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Orion Porfolio Solutions, LLC: SHYL position timeline

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

Orion Porfolio Solutions, LLC held 51,564 SHYL 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 51,564 shares
    Change vs previous 13F -2,647 shares

    0.02% of the 13F portfolio, value $2,290,978.

    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 54,211 shares
    Change vs previous 13F -58,222 shares

    0.02% of the 13F portfolio, value $2,406,445.

    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 112,433 shares
    Change vs previous 13F +3,396 shares

    0.04% of the 13F portfolio, value $5,056,129.

    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 109,037 shares
    Change vs previous 13F +3,462 shares

    0.04% of the 13F portfolio, value $4,952,992.

    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 105,575 shares
    Change vs previous 13F -1,057 shares

    0.04% of the 13F portfolio, value $4,784,657.

    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 106,632 shares
    Change vs previous 13F -182 shares

    0.05% of the 13F portfolio, value $4,755,809.

    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 106,814 shares
    Change vs previous 13F +5,199 shares

    0.05% of the 13F portfolio, value $4,780,979.

    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 101,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,635,671.

    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).