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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

  1. period ended2025-03-31
    13F/A 79,947 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 75,897 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 80,075 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 83,868 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 90,244 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 94,920 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 100,357 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 105,636 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).