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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

  1. period ended2025-03-31
    13F/A 117,282 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 57,721 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 63,408 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 65,053 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 61,558 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 64,881 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 70,547 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 56,192 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).