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Orion Portfolio Solutions, LLC: PJAN position timeline

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

Orion Portfolio Solutions, LLC held 103,394 PJAN 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 103,394 shares
    Change vs previous 13F +73,263 shares

    0.04% of the 13F portfolio, value $4,287,749.

    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 30,131 shares
    Change vs previous 13F +2,196 shares

    0.01% of the 13F portfolio, value $1,273,035.

    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 -4,119 shares

    0.01% of the 13F portfolio, value $1,154,274.

    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 32,054 shares
    Change vs previous 13F +6,860 shares

    0.01% of the 13F portfolio, value $1,289,532.

    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 25,194 shares
    Change vs previous 13F +17,854 shares

    0.01% of the 13F portfolio, value $985,337.

    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 7,340 shares
    Change vs previous 13F +7,340 shares

    <0.01% of the 13F portfolio, value $273,195.

    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 0 shares
    Change vs previous 13F -6,721 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2023-06-30
    13F/A 6,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,974.

    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).