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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

  1. period ended2025-03-31
    13F/A 668,445 shares
    Change 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), ingested

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

  2. period ended2024-12-31
    13F 582,270 shares
    Change 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), ingested

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

  3. period ended2024-09-30
    13F 552,718 shares
    Change 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), ingested

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

  4. period ended2024-06-30
    13F 585,709 shares
    Change 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), ingested

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

  5. period ended2024-03-31
    13F 558,568 shares
    Change 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), ingested

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

  6. period ended2023-12-31
    13F 487,075 shares
    Change 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), ingested

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

  7. period ended2023-09-30
    13F 588,584 shares
    Change 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), ingested

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

  8. period ended2023-06-30
    13F/A 671,978 shares
    Change 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), ingested

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