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Orion Portfolio Solutions, LLC: PRFZ position timeline

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

Orion Portfolio Solutions, LLC held 9,752 PRFZ 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 9,752 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $369,219.

    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 9,476 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $394,296.

    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 9,824 shares
    Change vs previous 13F -1,267 shares

    <0.01% of the 13F portfolio, value $408,187.

    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 11,091 shares
    Change vs previous 13F -11,142 shares

    <0.01% of the 13F portfolio, value $423,011.

    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 22,233 shares
    Change vs previous 13F -13,811 shares

    0.01% of the 13F portfolio, value $873,312.

    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 36,044 shares
    Change vs previous 13F -4,037 shares

    0.02% of the 13F portfolio, value $1,319,571.

    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 40,081 shares
    Change vs previous 13F +25,169 shares

    0.02% of the 13F portfolio, value $1,322,272.

    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 14,912 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,562,329.

    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).