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Orion Portfolio Solutions, LLC: EXLS position timeline

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

Orion Portfolio Solutions, LLC held 38,264 EXLS 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 38,264 shares
    Change vs previous 13F +9,061 shares

    0.02% of the 13F portfolio, value $1,806,444.

    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 29,203 shares
    Change vs previous 13F +4,052 shares

    0.01% of the 13F portfolio, value $1,296,029.

    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 25,151 shares
    Change vs previous 13F -1,615 shares

    0.01% of the 13F portfolio, value $959,511.

    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 26,766 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $839,382.

    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 26,750 shares
    Change vs previous 13F +10,101 shares

    0.01% of the 13F portfolio, value $850,650.

    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 16,649 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $502,134.

    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 15,446 shares
    Change vs previous 13F +13,612 shares

    0.01% of the 13F portfolio, value $433,106.

    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 1,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,044.

    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).