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Orion Portfolio Solutions, LLC: SWX position timeline

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

Orion Portfolio Solutions, LLC held 4,862 SWX 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 4,862 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $349,092.

    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 4,885 shares
    Change vs previous 13F -1,031 shares

    <0.01% of the 13F portfolio, value $345,418.

    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 5,916 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $436,364.

    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 5,347 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $376,322.

    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 5,695 shares
    Change vs previous 13F -472 shares

    <0.01% of the 13F portfolio, value $433,560.

    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 6,167 shares
    Change vs previous 13F -696 shares

    <0.01% of the 13F portfolio, value $398,697.

    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 6,863 shares
    Change vs previous 13F -420 shares

    0.01% of the 13F portfolio, value $414,594.

    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 7,283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $463,563.

    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).