Orion Portfolio Solutions, LLC: AEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on AEE, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 21,238 AEE shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 21,238 sharesChange vs previous 13F +1,167 shares
0.02% of the 13F portfolio, value $2,132,326.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 20,071 sharesChange vs previous 13F +1,272 shares
0.02% of the 13F portfolio, value $1,789,094.
13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 18,799 sharesChange vs previous 13F +1,022 shares
0.02% of the 13F portfolio, value $1,644,197.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 17,777 sharesChange vs previous 13F -651 shares
0.01% of the 13F portfolio, value $1,264,152.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 18,428 sharesChange vs previous 13F +1,467 shares
0.01% of the 13F portfolio, value $1,362,934.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 16,961 sharesChange vs previous 13F -327 shares
0.01% of the 13F portfolio, value $1,266,332.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 17,288 sharesChange vs previous 13F +33 shares
0.02% of the 13F portfolio, value $1,293,627.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 17,255 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,409,236.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).