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Orion Portfolio Solutions, LLC: HEGD position timeline

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

Orion Portfolio Solutions, LLC held 66,944 HEGD 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 66,944 shares
    Change vs previous 13F +4,793 shares

    0.01% of the 13F portfolio, value $1,466,074.

    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 62,151 shares
    Change vs previous 13F +5,048 shares

    0.01% of the 13F portfolio, value $1,392,182.

    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 57,103 shares
    Change vs previous 13F +7,100 shares

    0.01% of the 13F portfolio, value $1,271,113.

    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 50,003 shares
    Change vs previous 13F +2,735 shares

    0.01% of the 13F portfolio, value $1,063,564.

    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 47,268 shares
    Change vs previous 13F -2,772 shares

    0.01% of the 13F portfolio, value $979,866.

    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 50,040 shares
    Change vs previous 13F +9,674 shares

    0.01% of the 13F portfolio, value $974,279.

    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 40,366 shares
    Change vs previous 13F +5,642 shares

    0.01% of the 13F portfolio, value $731,230.

    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 34,724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,557.

    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).