Orion Portfolio Solutions, LLC: PPI position timeline

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

Orion Portfolio Solutions, LLC held 35,311 PPI shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

period ended2025-03-31
13F/A 35,311 shares
Change vs previous 13F +5,850 shares
0.01% of the 13F portfolio, value $511,656.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 29,461 shares
Change vs previous 13F +3,795 shares
<0.01% of the 13F portfolio, value $426,890.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 25,666 shares
Change vs previous 13F +3,462 shares
<0.01% of the 13F portfolio, value $397,967.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 22,204 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $330,840.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).