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Orion Portfolio Solutions, LLC: PDBC position timeline

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

Orion Portfolio Solutions, LLC held 378,126 PDBC 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 378,126 shares
    Change vs previous 13F +342,213 shares

    0.05% of the 13F portfolio, value $5,153,859.

    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 35,913 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $466,515.

    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 34,663 shares
    Change vs previous 13F -38,911 shares

    <0.01% of the 13F portfolio, value $465,520.

    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 73,574 shares
    Change vs previous 13F -1,173 shares

    0.01% of the 13F portfolio, value $1,033,709.

    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 74,747 shares
    Change vs previous 13F -15,085 shares

    0.01% of the 13F portfolio, value $1,036,741.

    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 89,832 shares
    Change vs previous 13F -33,918 shares

    0.01% of the 13F portfolio, value $1,182,190.

    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 123,750 shares
    Change vs previous 13F -6,856 shares

    0.02% of the 13F portfolio, value $1,850,052.

    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 130,606 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,776,891.

    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).