Skip to content
Disclosery

Orion Porfolio Solutions, LLC: XHLF position timeline

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

Orion Porfolio Solutions, LLC held 12,163 XHLF 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 12,163 shares
    Change vs previous 13F -570 shares

    <0.01% of the 13F portfolio, value $611,799.

    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 12,733 shares
    Change vs previous 13F -26,378 shares

    0.01% of the 13F portfolio, value $640,852.

    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 39,111 shares
    Change vs previous 13F -1,582 shares

    0.01% of the 13F portfolio, value $1,965,328.

    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 40,693 shares
    Change vs previous 13F +15,961 shares

    0.02% of the 13F portfolio, value $2,051,756.

    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 24,732 shares
    Change vs previous 13F -3,296 shares

    0.01% of the 13F portfolio, value $1,245,010.

    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 28,028 shares
    Change vs previous 13F -2,868 shares

    0.01% of the 13F portfolio, value $1,411,374.

    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 30,896 shares
    Change vs previous 13F -451,022 shares

    0.02% of the 13F portfolio, value $1,550,380.

    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 481,918 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $24,307,972.

    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).