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
- period ended2025-03-3113F/A 47,176 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,174 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,935 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 27,455 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 27,322 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 28,710 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 28,767 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 28,682 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).