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Orion Portfolio Solutions, LLC: PCG position timeline

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

Orion Portfolio Solutions, LLC held 19,616 PCG 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 19,616 shares
    Change vs previous 13F +3,113 shares

    <0.01% of the 13F portfolio, value $336,999.

    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 16,503 shares
    Change vs previous 13F +2,085 shares

    <0.01% of the 13F portfolio, value $333,023.

    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 14,418 shares
    Change vs previous 13F +1,232 shares

    <0.01% of the 13F portfolio, value $285,035.

    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 13,186 shares
    Change vs previous 13F +1,296 shares

    <0.01% of the 13F portfolio, value $230,236.

    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 11,890 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $199,283.

    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 12,459 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,892.

    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).