Orion Portfolio Solutions, LLC: ESI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on ESI, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 79,947 ESI shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 79,947 sharesChange vs previous 13F +4,050 shares
0.02% of the 13F portfolio, value $1,807,595.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 75,897 sharesChange vs previous 13F -4,178 shares
0.02% of the 13F portfolio, value $1,930,061.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 80,075 sharesChange vs previous 13F -3,793 shares
0.02% of the 13F portfolio, value $2,174,823.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 83,868 sharesChange vs previous 13F -6,376 shares
0.02% of the 13F portfolio, value $2,274,493.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 90,244 sharesChange vs previous 13F -4,676 shares
0.02% of the 13F portfolio, value $2,254,288.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 94,920 sharesChange vs previous 13F -5,437 shares
0.02% of the 13F portfolio, value $2,143,288.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 100,357 sharesChange vs previous 13F -5,279 shares
0.02% of the 13F portfolio, value $1,967,996.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 105,636 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,028,206.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).