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Orion Portfolio Solutions, LLC: AER position timeline

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

Orion Portfolio Solutions, LLC held 49,802 AER 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 49,802 shares
    Change vs previous 13F +4,014 shares

    0.05% of the 13F portfolio, value $5,088,206.

    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 45,788 shares
    Change vs previous 13F +13,778 shares

    0.04% of the 13F portfolio, value $4,381,851.

    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 32,010 shares
    Change vs previous 13F -2,308 shares

    0.03% of the 13F portfolio, value $3,031,987.

    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 34,318 shares
    Change vs previous 13F -2,754 shares

    0.03% of the 13F portfolio, value $3,198,438.

    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 37,072 shares
    Change vs previous 13F -12,969 shares

    0.03% of the 13F portfolio, value $3,221,928.

    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 50,041 shares
    Change vs previous 13F -2,651 shares

    0.04% of the 13F portfolio, value $3,668,005.

    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 52,692 shares
    Change vs previous 13F -4,816 shares

    0.04% of the 13F portfolio, value $3,302,208.

    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 57,508 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,652,908.

    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).