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Orion Portfolio Solutions, LLC: PPH position timeline

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

Orion Portfolio Solutions, LLC held 35,490 PPH 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 35,490 shares
    Change vs previous 13F +5,610 shares

    0.03% of the 13F portfolio, value $3,234,173.

    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 29,880 shares
    Change vs previous 13F -985 shares

    0.03% of the 13F portfolio, value $2,578,017.

    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 30,865 shares
    Change vs previous 13F -991 shares

    0.03% of the 13F portfolio, value $2,933,064.

    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 31,856 shares
    Change vs previous 13F -1,111 shares

    0.03% of the 13F portfolio, value $2,914,207.

    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 32,967 shares
    Change vs previous 13F -1,844 shares

    0.03% of the 13F portfolio, value $2,990,123.

    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 34,811 shares
    Change vs previous 13F -3,227 shares

    0.03% of the 13F portfolio, value $2,960,691.

    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 38,038 shares
    Change vs previous 13F -2,290 shares

    0.04% of the 13F portfolio, value $3,037,752.

    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 40,328 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,176,674.

    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).