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Orion Portfolio Solutions, LLC: HPE position timeline

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

Orion Portfolio Solutions, LLC held 11,028 HPE 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 11,028 shares
    Change vs previous 13F -1,606 shares

    <0.01% of the 13F portfolio, value $170,156.

    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 12,634 shares
    Change vs previous 13F -132,737 shares

    <0.01% of the 13F portfolio, value $269,728.

    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 145,371 shares
    Change vs previous 13F +66,913 shares

    0.03% of the 13F portfolio, value $2,974,275.

    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 78,458 shares
    Change vs previous 13F +1,674 shares

    0.02% of the 13F portfolio, value $1,660,953.

    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 76,784 shares
    Change vs previous 13F -8,527 shares

    0.01% of the 13F portfolio, value $1,361,372.

    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 85,311 shares
    Change vs previous 13F -3,092 shares

    0.02% of the 13F portfolio, value $1,511,703.

    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 88,403 shares
    Change vs previous 13F -79,372 shares

    0.02% of the 13F portfolio, value $1,535,546.

    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 167,775 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,818,616.

    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).