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Orion Portfolio Solutions, LLC: EXPO position timeline

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

Orion Portfolio Solutions, LLC held 8,306 EXPO 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 8,306 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $673,252.

    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 7,932 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $706,729.

    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 11,457 shares
    Change vs previous 13F -798 shares

    0.01% of the 13F portfolio, value $1,320,714.

    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 12,255 shares
    Change vs previous 13F -1,583 shares

    0.01% of the 13F portfolio, value $1,165,731.

    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 13,838 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $1,144,285.

    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 13,854 shares
    Change vs previous 13F -2,198 shares

    0.01% of the 13F portfolio, value $1,237,450.

    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 16,052 shares
    Change vs previous 13F -780 shares

    0.02% of the 13F portfolio, value $1,374,051.

    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 16,832 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,570,762.

    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).