Orion Portfolio Solutions, LLC: PDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on PDM, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 117,282 PDM shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 117,282 sharesChange vs previous 13F +59,561 shares
0.01% of the 13F portfolio, value $864,364.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,721 sharesChange vs previous 13F -5,687 shares
0.01% of the 13F portfolio, value $528,151.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,408 sharesChange vs previous 13F -1,645 shares
0.01% of the 13F portfolio, value $640,425.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 65,053 sharesChange vs previous 13F +3,495 shares
<0.01% of the 13F portfolio, value $471,634.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 61,558 sharesChange vs previous 13F -3,323 shares
<0.01% of the 13F portfolio, value $432,755.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 64,881 sharesChange vs previous 13F -5,666 shares
0.01% of the 13F portfolio, value $471,683.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 70,547 sharesChange vs previous 13F +14,355 shares
<0.01% of the 13F portfolio, value $396,476.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 56,192 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $408,514.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).