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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

  1. period ended2025-03-31
    13F/A 23,715 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 23,057 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 19,056 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 19,748 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 18,184 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 21,295 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 19,412 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 20,732 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).