Orion Portfolio Solutions, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on XEL, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 23,715 XEL shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 23,715 sharesChange vs previous 13F +658 shares
0.02% of the 13F portfolio, value $1,678,823.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,057 sharesChange vs previous 13F +4,001 shares
0.02% of the 13F portfolio, value $1,556,828.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,056 sharesChange vs previous 13F -692 shares
0.01% of the 13F portfolio, value $1,244,370.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 19,748 sharesChange vs previous 13F +1,564 shares
0.01% of the 13F portfolio, value $1,054,763.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 18,184 sharesChange vs previous 13F -3,111 shares
0.01% of the 13F portfolio, value $977,364.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 21,295 sharesChange vs previous 13F +1,883 shares
0.02% of the 13F portfolio, value $1,353,949.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 19,412 sharesChange vs previous 13F -1,320 shares
0.01% of the 13F portfolio, value $1,110,761.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 20,732 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,288,929.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).