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Orion Portfolio Solutions, LLC: PANW position timeline

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

Orion Portfolio Solutions, LLC held 34,668 PANW 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 34,668 shares
    Change vs previous 13F +1,713 shares

    0.06% of the 13F portfolio, value $5,915,788.

    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 32,955 shares
    Change vs previous 13F +15,205 shares

    0.06% of the 13F portfolio, value $5,996,535.

    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 17,750 shares
    Change vs previous 13F +1,702 shares

    0.06% of the 13F portfolio, value $6,066,905.

    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 16,048 shares
    Change vs previous 13F +1,251 shares

    0.06% of the 13F portfolio, value $5,440,387.

    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 14,797 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $4,204,234.

    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 14,800 shares
    Change vs previous 13F +1,179 shares

    0.05% of the 13F portfolio, value $4,284,562.

    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 13,621 shares
    Change vs previous 13F -712 shares

    0.04% of the 13F portfolio, value $3,193,276.

    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 14,333 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,662,319.

    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).