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Orion Portfolio Solutions, LLC: HLI position timeline

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

Orion Portfolio Solutions, LLC held 10,590 HLI 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 10,590 shares
    Change vs previous 13F +2,865 shares

    0.02% of the 13F portfolio, value $1,710,324.

    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 7,725 shares
    Change vs previous 13F -196 shares

    0.01% of the 13F portfolio, value $1,341,484.

    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 7,921 shares
    Change vs previous 13F +4,725 shares

    0.01% of the 13F portfolio, value $1,251,697.

    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 3,196 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $431,013.

    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 3,333 shares
    Change vs previous 13F -821 shares

    <0.01% of the 13F portfolio, value $427,257.

    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 4,154 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $485,270.

    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 4,243 shares
    Change vs previous 13F +1,945 shares

    0.01% of the 13F portfolio, value $454,511.

    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 2,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,916.

    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).