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Orion Portfolio Solutions, LLC: PCOR position timeline

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

Orion Portfolio Solutions, LLC held 76,382 PCOR 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 76,382 shares
    Change vs previous 13F +1,872 shares

    0.05% of the 13F portfolio, value $5,042,740.

    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 74,510 shares
    Change vs previous 13F +6,827 shares

    0.06% of the 13F portfolio, value $5,583,035.

    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 67,683 shares
    Change vs previous 13F -2,875 shares

    0.04% of the 13F portfolio, value $4,177,395.

    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 70,558 shares
    Change vs previous 13F -5,282 shares

    0.05% of the 13F portfolio, value $4,678,701.

    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 75,840 shares
    Change vs previous 13F +17,119 shares

    0.07% of the 13F portfolio, value $6,231,773.

    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 58,721 shares
    Change vs previous 13F +16,752 shares

    0.05% of the 13F portfolio, value $3,975,402.

    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 41,969 shares
    Change vs previous 13F -2,961 shares

    0.03% of the 13F portfolio, value $2,741,415.

    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 44,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,923,595.

    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).