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Orion Portfolio Solutions, LLC: PJT position timeline

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

Orion Portfolio Solutions, LLC held 27,501 PJT 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 27,501 shares
    Change vs previous 13F -1,141 shares

    0.04% of the 13F portfolio, value $3,791,877.

    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 28,642 shares
    Change vs previous 13F -3,246 shares

    0.05% of the 13F portfolio, value $4,519,916.

    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 31,888 shares
    Change vs previous 13F -3,031 shares

    0.04% of the 13F portfolio, value $4,251,962.

    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 34,919 shares
    Change vs previous 13F -3,189 shares

    0.04% of the 13F portfolio, value $3,768,067.

    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 38,108 shares
    Change vs previous 13F -2,380 shares

    0.04% of the 13F portfolio, value $3,592,049.

    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 40,488 shares
    Change vs previous 13F -3,498 shares

    0.05% of the 13F portfolio, value $3,907,088.

    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 43,986 shares
    Change vs previous 13F -2,981 shares

    0.04% of the 13F portfolio, value $3,494,229.

    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 46,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,270,755.

    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).