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Orion Portfolio Solutions, LLC: ESGE position timeline

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

Orion Portfolio Solutions, LLC held 36,151 ESGE 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 36,151 shares
    Change vs previous 13F +705 shares

    0.01% of the 13F portfolio, value $1,263,499.

    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 35,446 shares
    Change vs previous 13F +1,440 shares

    0.01% of the 13F portfolio, value $1,183,528.

    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 34,006 shares
    Change vs previous 13F +3,160 shares

    0.01% of the 13F portfolio, value $1,238,175.

    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 30,846 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $1,034,268.

    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 30,783 shares
    Change vs previous 13F -1,802 shares

    0.01% of the 13F portfolio, value $992,143.

    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 32,585 shares
    Change vs previous 13F -36,462 shares

    0.01% of the 13F portfolio, value $1,024,152.

    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 69,047 shares
    Change vs previous 13F -20,760 shares

    0.03% of the 13F portfolio, value $2,090,756.

    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 89,807 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,840,592.

    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).