Orion Portfolio Solutions, LLC: PCCE position timeline

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

Orion Portfolio Solutions, LLC held 24,957 PCCE shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

period ended2025-03-31
13F/A 24,957 shares
Change vs previous 13F -1,419 shares
<0.01% of the 13F portfolio, value $301,348.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 26,376 shares
Change vs previous 13F -201 shares
<0.01% of the 13F portfolio, value $286,815.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 26,577 shares
Change vs previous 13F -200 shares
<0.01% of the 13F portfolio, value $319,721.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 26,777 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $270,300.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).