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Orion Portfolio Solutions, LLC: PXH position timeline

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

Orion Portfolio Solutions, LLC held 217,283 PXH 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 217,283 shares
    Change vs previous 13F -27,040 shares

    0.05% of the 13F portfolio, value $4,723,732.

    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 244,323 shares
    Change vs previous 13F -21,183 shares

    0.05% of the 13F portfolio, value $5,003,722.

    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 265,506 shares
    Change vs previous 13F -44,791 shares

    0.06% of the 13F portfolio, value $5,827,861.

    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 310,297 shares
    Change vs previous 13F -1,026,409 shares

    0.07% of the 13F portfolio, value $6,283,506.

    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 1,336,706 shares
    Change vs previous 13F -1,445,969 shares

    0.28% of the 13F portfolio, value $26,012,296.

    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 2,782,675 shares
    Change vs previous 13F +4,404 shares

    0.61% of the 13F portfolio, value $52,397,759.

    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 2,778,271 shares
    Change vs previous 13F -2,698,595 shares

    0.6% of the 13F portfolio, value $49,508,805.

    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 5,476,866 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $102,088,774.

    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).