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Orion Porfolio Solutions, LLC: XT position timeline

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

Orion Porfolio Solutions, LLC held 53,705 XT 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 53,705 shares
    Change vs previous 13F -3,045 shares

    0.03% of the 13F portfolio, value $4,437,632.

    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 56,750 shares
    Change vs previous 13F -14,659 shares

    0.03% of the 13F portfolio, value $3,867,468.

    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 71,409 shares
    Change vs previous 13F -22,062 shares

    0.04% of the 13F portfolio, value $4,980,097.

    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 93,471 shares
    Change vs previous 13F -5,631 shares

    0.05% of the 13F portfolio, value $6,724,354.

    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 99,102 shares
    Change vs previous 13F -6,148 shares

    0.06% of the 13F portfolio, value $6,466,363.

    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 105,250 shares
    Change vs previous 13F -9,394 shares

    0.06% of the 13F portfolio, value $6,058,152.

    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 114,644 shares
    Change vs previous 13F -2,848 shares

    0.07% of the 13F portfolio, value $6,839,688.

    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 117,492 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,152,954.

    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).