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Disclosery

Orion Portfolio Solutions, LLC: PCTY position timeline

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

Orion Portfolio Solutions, LLC held 7,856 PCTY 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 7,856 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $1,471,743.

    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 7,422 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $1,480,466.

    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 8,023 shares
    Change vs previous 13F -475 shares

    0.01% of the 13F portfolio, value $1,323,554.

    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 8,498 shares
    Change vs previous 13F -1,013 shares

    0.01% of the 13F portfolio, value $1,120,461.

    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 9,511 shares
    Change vs previous 13F +2,605 shares

    0.02% of the 13F portfolio, value $1,634,560.

    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 6,906 shares
    Change vs previous 13F -5,283 shares

    0.01% of the 13F portfolio, value $1,122,087.

    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 12,189 shares
    Change vs previous 13F -252 shares

    0.03% of the 13F portfolio, value $2,214,741.

    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 12,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,295,738.

    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).