Skip to content
Disclosery

Orion Portfolio Solutions, LLC: EXE position timeline

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

Orion Portfolio Solutions, LLC held 21,925 EXE 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 21,925 shares
    Change vs previous 13F +654 shares

    0.02% of the 13F portfolio, value $2,440,704.

    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 21,271 shares
    Change vs previous 13F +1,369 shares

    0.02% of the 13F portfolio, value $2,117,516.

    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 19,902 shares
    Change vs previous 13F +5,528 shares

    0.02% of the 13F portfolio, value $1,636,953.

    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 14,374 shares
    Change vs previous 13F +1,392 shares

    0.01% of the 13F portfolio, value $1,181,452.

    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 12,982 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $1,153,163.

    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 12,878 shares
    Change vs previous 13F -1,272 shares

    0.01% of the 13F portfolio, value $1,014,191.

    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 14,150 shares
    Change vs previous 13F +7,156 shares

    0.01% of the 13F portfolio, value $1,220,144.

    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 6,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $585,288.

    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).