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Orion Portfolio Solutions, LLC: EVRG position timeline

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

Orion Portfolio Solutions, LLC held 50,411 EVRG 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 50,411 shares
    Change vs previous 13F +4,326 shares

    0.03% of the 13F portfolio, value $3,475,790.

    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 46,085 shares
    Change vs previous 13F +3,880 shares

    0.03% of the 13F portfolio, value $2,836,509.

    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 42,205 shares
    Change vs previous 13F -851 shares

    0.03% of the 13F portfolio, value $2,617,183.

    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 43,056 shares
    Change vs previous 13F -3,614 shares

    0.02% of the 13F portfolio, value $2,280,681.

    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 46,670 shares
    Change vs previous 13F -388 shares

    0.03% of the 13F portfolio, value $2,491,257.

    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 47,058 shares
    Change vs previous 13F -5,571 shares

    0.03% of the 13F portfolio, value $2,537,381.

    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 52,629 shares
    Change vs previous 13F -5,162 shares

    0.03% of the 13F portfolio, value $2,668,312.

    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 57,791 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,376,172.

    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).