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Orion Portfolio Solutions, LLC: HLNE position timeline

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

Orion Portfolio Solutions, LLC held 18,484 HLNE 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 18,484 shares
    Change vs previous 13F +2,404 shares

    0.03% of the 13F portfolio, value $2,747,996.

    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 16,080 shares
    Change vs previous 13F +1,179 shares

    0.02% of the 13F portfolio, value $2,380,627.

    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 14,901 shares
    Change vs previous 13F +93 shares

    0.02% of the 13F portfolio, value $2,509,137.

    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 14,808 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $1,829,946.

    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 15,001 shares
    Change vs previous 13F +5,657 shares

    0.02% of the 13F portfolio, value $1,691,463.

    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 9,344 shares
    Change vs previous 13F -451 shares

    0.01% of the 13F portfolio, value $1,030,127.

    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 9,795 shares
    Change vs previous 13F +1,408 shares

    0.01% of the 13F portfolio, value $885,823.

    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 8,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $670,800.

    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).