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Orion Porfolio Solutions, LLC: XLU position timeline

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

Orion Porfolio Solutions, LLC held 166,294 XLU 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 166,294 shares
    Change vs previous 13F -39,614 shares

    0.06% of the 13F portfolio, value $7,539,762.

    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 205,908 shares
    Change vs previous 13F -56,602 shares

    0.08% of the 13F portfolio, value $9,449,090.

    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 262,510 shares
    Change vs previous 13F +120,143 shares

    0.08% of the 13F portfolio, value $11,206,536.

    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 142,367 shares
    Change vs previous 13F +7,858 shares

    0.1% of the 13F portfolio, value $12,415,906.

    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 134,509 shares
    Change vs previous 13F +1,575 shares

    0.09% of the 13F portfolio, value $10,984,008.

    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 132,934 shares
    Change vs previous 13F -7,331 shares

    0.1% of the 13F portfolio, value $10,481,882.

    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 140,265 shares
    Change vs previous 13F -5,883 shares

    0.11% of the 13F portfolio, value $10,616,621.

    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 146,148 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,805,780.

    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).