Orion Portfolio Solutions, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on PFE, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 668,445 PFE 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 668,445 sharesChange vs previous 13F +86,175 shares
0.17% of the 13F portfolio, value $16,938,388.
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 582,270 sharesChange vs previous 13F +29,552 shares
0.15% of the 13F portfolio, value $15,447,627.
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 552,718 sharesChange vs previous 13F -32,991 shares
0.16% of the 13F portfolio, value $15,995,649.
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 585,709 sharesChange vs previous 13F +27,141 shares
0.17% of the 13F portfolio, value $16,388,118.
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 558,568 sharesChange vs previous 13F +71,493 shares
0.17% of the 13F portfolio, value $15,500,280.
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 487,075 sharesChange vs previous 13F -101,509 shares
0.17% of the 13F portfolio, value $14,407,679.
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 588,584 sharesChange vs previous 13F -83,394 shares
0.24% of the 13F portfolio, value $19,523,348.
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 671,978 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $24,648,133.
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).