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Orion Portfolio Solutions, LLC: ERIC position timeline

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

Orion Portfolio Solutions, LLC held 56,595 ERIC 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 56,595 shares
    Change vs previous 13F +2,145 shares

    <0.01% of the 13F portfolio, value $439,177.

    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 54,450 shares
    Change vs previous 13F +5,518 shares

    <0.01% of the 13F portfolio, value $438,870.

    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 48,932 shares
    Change vs previous 13F -2,221 shares

    <0.01% of the 13F portfolio, value $370,904.

    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 51,153 shares
    Change vs previous 13F +24,868 shares

    <0.01% of the 13F portfolio, value $315,614.

    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 26,285 shares
    Change vs previous 13F -1,312 shares

    <0.01% of the 13F portfolio, value $144,830.

    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 27,597 shares
    Change vs previous 13F -4,652 shares

    <0.01% of the 13F portfolio, value $169,997.

    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 32,249 shares
    Change vs previous 13F +424 shares

    <0.01% of the 13F portfolio, value $156,729.

    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 31,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,446.

    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).