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Orion Porfolio Solutions, LLC: XLE position timeline

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

Orion Porfolio Solutions, LLC held 47,704 XLE 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 47,704 shares
    Change vs previous 13F +4,713 shares

    0.02% of the 13F portfolio, value $2,533,540.

    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 42,991 shares
    Change vs previous 13F -88,756 shares

    0.02% of the 13F portfolio, value $2,633,607.

    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 131,747 shares
    Change vs previous 13F +61,055 shares

    0.04% of the 13F portfolio, value $5,890,416.

    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 70,692 shares
    Change vs previous 13F +1,026 shares

    0.05% of the 13F portfolio, value $6,315,649.

    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 69,666 shares
    Change vs previous 13F -14,210 shares

    0.05% of the 13F portfolio, value $5,908,442.

    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 83,876 shares
    Change vs previous 13F +33,962 shares

    0.08% of the 13F portfolio, value $7,838,223.

    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 49,914 shares
    Change vs previous 13F +5,139 shares

    0.04% of the 13F portfolio, value $4,275,611.

    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 44,775 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,931,179.

    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).