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Orion Portfolio Solutions, LLC: E position timeline

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

Orion Portfolio Solutions, LLC held 71,238 E 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 71,238 shares
    Change vs previous 13F +755 shares

    0.02% of the 13F portfolio, value $2,203,385.

    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 70,483 shares
    Change vs previous 13F +3,104 shares

    0.02% of the 13F portfolio, value $1,928,409.

    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 67,379 shares
    Change vs previous 13F -3,199 shares

    0.02% of the 13F portfolio, value $2,042,251.

    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 70,578 shares
    Change vs previous 13F +2,803 shares

    0.02% of the 13F portfolio, value $2,173,090.

    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 67,775 shares
    Change vs previous 13F -908 shares

    0.02% of the 13F portfolio, value $2,149,816.

    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 68,683 shares
    Change vs previous 13F +7,597 shares

    0.03% of the 13F portfolio, value $2,279,581.

    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 61,086 shares
    Change vs previous 13F -1,470 shares

    0.02% of the 13F portfolio, value $1,949,865.

    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 62,556 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,800,987.

    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).