Orion Porfolio Solutions, LLC: XONE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on XONE, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 43,828 XONE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 43,828 sharesChange vs previous 13F -48,965 shares
0.02% of the 13F portfolio, value $2,163,789.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 92,793 sharesChange vs previous 13F -62,324 shares
0.04% of the 13F portfolio, value $4,595,106.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 155,117 sharesChange vs previous 13F +4,025 shares
0.06% of the 13F portfolio, value $7,683,690.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 151,092 sharesChange vs previous 13F -56,202 shares
0.06% of the 13F portfolio, value $7,503,211.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 207,294 sharesChange vs previous 13F +15,024 shares
0.09% of the 13F portfolio, value $10,287,983.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 192,270 sharesChange vs previous 13F +11,177 shares
0.09% of the 13F portfolio, value $9,559,644.
13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 181,093 sharesChange vs previous 13F -96,940 shares
0.09% of the 13F portfolio, value $8,971,336.
13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 278,033 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $13,884,959.
13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).