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Orion Portfolio Solutions, LLC: PEG position timeline

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

Orion Portfolio Solutions, LLC held 47,176 PEG 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 47,176 shares
    Change vs previous 13F +19,002 shares

    0.04% of the 13F portfolio, value $3,882,605.

    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 28,174 shares
    Change vs previous 13F +239 shares

    0.02% of the 13F portfolio, value $2,380,421.

    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 27,935 shares
    Change vs previous 13F +480 shares

    0.02% of the 13F portfolio, value $2,492,073.

    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 27,455 shares
    Change vs previous 13F +133 shares

    0.02% of the 13F portfolio, value $2,023,451.

    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 27,322 shares
    Change vs previous 13F -1,388 shares

    0.02% of the 13F portfolio, value $1,824,578.

    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 28,710 shares
    Change vs previous 13F -57 shares

    0.02% of the 13F portfolio, value $1,785,183.

    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 28,767 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $1,637,144.

    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 28,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,795,806.

    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).