Skip to content
Disclosery

Orion Portfolio Solutions, LLC: EFG position timeline

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

Orion Portfolio Solutions, LLC held 104,937 EFG 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 104,937 shares
    Change vs previous 13F -103,971 shares

    0.1% of the 13F portfolio, value $10,493,753.

    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 208,908 shares
    Change vs previous 13F +43,761 shares

    0.2% of the 13F portfolio, value $20,228,600.

    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 165,147 shares
    Change vs previous 13F -15,953 shares

    0.18% of the 13F portfolio, value $17,778,054.

    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 181,100 shares
    Change vs previous 13F +62,590 shares

    0.2% of the 13F portfolio, value $18,526,606.

    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 118,510 shares
    Change vs previous 13F -22,273 shares

    0.13% of the 13F portfolio, value $12,300,150.

    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 140,783 shares
    Change vs previous 13F -12,078 shares

    0.16% of the 13F portfolio, value $13,432,110.

    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 152,861 shares
    Change vs previous 13F -46,407 shares

    0.16% of the 13F portfolio, value $13,191,940.

    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 199,268 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $19,012,175.

    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).