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Orion Portfolio Solutions, LLC: XLI position timeline

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

Orion Portfolio Solutions, LLC held 12,782 XLI 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 12,782 shares
    Change vs previous 13F +2,502 shares

    0.02% of the 13F portfolio, value $1,675,341.

    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 10,280 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $1,354,477.

    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 10,496 shares
    Change vs previous 13F -6,863 shares

    0.01% of the 13F portfolio, value $1,421,615.

    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 17,359 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $2,115,535.

    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 18,109 shares
    Change vs previous 13F +2,473 shares

    0.02% of the 13F portfolio, value $2,281,014.

    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 15,636 shares
    Change vs previous 13F -11,002 shares

    0.02% of the 13F portfolio, value $1,753,763.

    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 26,638 shares
    Change vs previous 13F +3,042 shares

    0.03% of the 13F portfolio, value $2,700,554.

    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 23,596 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,532,299.

    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).