Orion Portfolio Solutions, LLC: PERI position timeline

Orion Portfolio Solutions, LLC held 61,280 PERI 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 61,280 shares

   Change vs previous 13F +26,573 shares

   <0.01% of the 13F portfolio, value $498,819.

   13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 34,707 shares

   Change vs previous 13F +2,711 shares

   <0.01% of the 13F portfolio, value $293,968.

   13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 31,996 shares

   Change vs previous 13F -3,451 shares

   <0.01% of the 13F portfolio, value $252,128.

   13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 35,447 shares

   Change vs previous 13F +19,912 shares

   <0.01% of the 13F portfolio, value $295,982.

   13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 15,535 shares

   Change vs previous 13F -762 shares

   <0.01% of the 13F portfolio, value $349,227.

   13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 16,297 shares

   Change vs previous 13F -771 shares

   0.01% of the 13F portfolio, value $472,776.

   13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 17,068 shares

   Change vs previous 13F -565 shares

   0.01% of the 13F portfolio, value $522,793.

   13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
   Filed 2023-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F/A 17,633 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $540,804.

   13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
   Filed 2023-08-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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