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Orion Portfolio Solutions, LLC: APEI position timeline

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

Orion Portfolio Solutions, LLC held 48,269 APEI 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 48,269 shares
    Change vs previous 13F -5,628 shares

    0.01% of the 13F portfolio, value $1,077,364.

    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 53,897 shares
    Change vs previous 13F +2,583 shares

    0.01% of the 13F portfolio, value $1,162,558.

    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 51,314 shares
    Change vs previous 13F +1,517 shares

    0.01% of the 13F portfolio, value $756,882.

    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 49,797 shares
    Change vs previous 13F +10,624 shares

    0.01% of the 13F portfolio, value $875,431.

    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 39,173 shares
    Change vs previous 13F -17,356 shares

    0.01% of the 13F portfolio, value $556,257.

    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 56,529 shares
    Change vs previous 13F -13,828 shares

    0.01% of the 13F portfolio, value $611,078.

    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 70,357 shares
    Change vs previous 13F -15,959 shares

    <0.01% of the 13F portfolio, value $350,378.

    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 86,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $409,138.

    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).