Skip to content
Disclosery

Orion Portfolio Solutions, LLC: AEIS position timeline

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

Orion Portfolio Solutions, LLC held 5,478 AEIS 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 5,478 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $522,114.

    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 5,412 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $625,793.

    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 5,600 shares
    Change vs previous 13F -309 shares

    0.01% of the 13F portfolio, value $589,344.

    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 5,909 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $642,663.

    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 5,128 shares
    Change vs previous 13F +571 shares

    0.01% of the 13F portfolio, value $522,953.

    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 4,557 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $471,285.

    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 3,675 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $378,966.

    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 3,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $334,573.

    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).