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Orion Portfolio Solutions, LLC: WEC position timeline

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

Orion Portfolio Solutions, LLC held 51,259 WEC 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 51,259 shares
    Change vs previous 13F +630 shares

    0.05% of the 13F portfolio, value $5,586,289.

    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 50,629 shares
    Change vs previous 13F +2,492 shares

    0.05% of the 13F portfolio, value $4,761,172.

    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 48,137 shares
    Change vs previous 13F +1,821 shares

    0.05% of the 13F portfolio, value $4,629,739.

    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 46,316 shares
    Change vs previous 13F +1,567 shares

    0.04% of the 13F portfolio, value $3,633,947.

    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 44,749 shares
    Change vs previous 13F +13,504 shares

    0.04% of the 13F portfolio, value $3,674,766.

    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 31,245 shares
    Change vs previous 13F -4,912 shares

    0.03% of the 13F portfolio, value $2,673,651.

    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 36,157 shares
    Change vs previous 13F -1,597 shares

    0.04% of the 13F portfolio, value $2,912,483.

    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 37,754 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,331,378.

    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).