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Orion Portfolio Solutions, LLC: EFOR position timeline

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

Orion Portfolio Solutions, LLC held 11,700 EFOR 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 11,700 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $737,334.

    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 11,782 shares
    Change vs previous 13F -519 shares

    0.01% of the 13F portfolio, value $981,912.

    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 12,301 shares
    Change vs previous 13F -1,009 shares

    0.01% of the 13F portfolio, value $1,146,822.

    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 13,310 shares
    Change vs previous 13F -3,704 shares

    0.01% of the 13F portfolio, value $1,173,543.

    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 17,014 shares
    Change vs previous 13F -1,710 shares

    0.02% of the 13F portfolio, value $1,782,387.

    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 18,724 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $1,702,573.

    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 18,990 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $1,551,103.

    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 19,340 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,462,684.

    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).