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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

  1. period ended2025-03-31
    13F/A 21,238 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 20,071 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 18,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 17,777 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 18,428 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 16,961 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 17,288 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 17,255 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).