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Orion Portfolio Solutions, LLC: HWM position timeline

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

Orion Portfolio Solutions, LLC held 18,717 HWM 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 18,717 shares
    Change vs previous 13F +4,586 shares

    0.02% of the 13F portfolio, value $2,428,127.

    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 14,131 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $1,545,517.

    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 14,373 shares
    Change vs previous 13F +2,902 shares

    0.01% of the 13F portfolio, value $1,440,895.

    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 11,471 shares
    Change vs previous 13F +2,424 shares

    0.01% of the 13F portfolio, value $890,493.

    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 9,047 shares
    Change vs previous 13F -748 shares

    0.01% of the 13F portfolio, value $619,086.

    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 9,795 shares
    Change vs previous 13F -621 shares

    0.01% of the 13F portfolio, value $529,812.

    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 10,416 shares
    Change vs previous 13F -364 shares

    0.01% of the 13F portfolio, value $481,740.

    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 10,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,257.

    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).