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Orion Portfolio Solutions, LLC: XT position timeline

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

Orion Portfolio Solutions, LLC held 105,250 XT 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 105,250 shares
    Change vs previous 13F -9,394 shares

    0.06% of the 13F portfolio, value $6,058,152.

    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 114,644 shares
    Change vs previous 13F -2,848 shares

    0.07% of the 13F portfolio, value $6,839,688.

    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 117,492 shares
    Change vs previous 13F -14,677 shares

    0.07% of the 13F portfolio, value $7,152,954.

    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 132,169 shares
    Change vs previous 13F -5,691 shares

    0.08% of the 13F portfolio, value $7,775,535.

    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 137,860 shares
    Change vs previous 13F -71,836 shares

    0.09% of the 13F portfolio, value $8,219,184.

    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 209,696 shares
    Change vs previous 13F -651,601 shares

    0.14% of the 13F portfolio, value $12,206,383.

    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 861,297 shares
    Change vs previous 13F -857,974 shares

    0.54% of the 13F portfolio, value $44,968,300.

    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 1,719,271 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $95,591,469.

    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).