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Orion Porfolio Solutions, LLC: SRE position timeline

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

Orion Porfolio Solutions, LLC held 24,280 SRE 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 24,280 shares
    Change vs previous 13F -7,237 shares

    0.02% of the 13F portfolio, value $2,251,004.

    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 31,517 shares
    Change vs previous 13F -15,157 shares

    0.03% of the 13F portfolio, value $3,062,554.

    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 46,674 shares
    Change vs previous 13F +9,577 shares

    0.03% of the 13F portfolio, value $4,120,910.

    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 37,097 shares
    Change vs previous 13F +1,977 shares

    0.03% of the 13F portfolio, value $3,338,014.

    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 35,120 shares
    Change vs previous 13F +451 shares

    0.02% of the 13F portfolio, value $2,661,076.

    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 34,669 shares
    Change vs previous 13F +306 shares

    0.02% of the 13F portfolio, value $2,473,963.

    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 34,363 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $3,014,346.

    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 34,343 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,872,080.

    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).