Orion Portfolio Solutions, LLC: HYEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on HYEM, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 138,413 HYEM shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 138,413 sharesChange vs previous 13F -21,392 shares
0.03% of the 13F portfolio, value $2,719,812.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 159,805 sharesChange vs previous 13F -56,311 shares
0.03% of the 13F portfolio, value $3,111,397.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 216,116 sharesChange vs previous 13F +152,381 shares
0.04% of the 13F portfolio, value $4,298,545.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 63,735 sharesChange vs previous 13F +19,593 shares
0.01% of the 13F portfolio, value $1,219,885.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 44,142 sharesChange vs previous 13F -850 shares
0.01% of the 13F portfolio, value $842,229.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 44,992 sharesChange vs previous 13F +44,992 shares
0.01% of the 13F portfolio, value $833,702.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 0 sharesChange vs previous 13F -49,453 shares
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-06-3013F/A 49,453 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $904,988.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).