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
- period ended2025-03-3113F/A 105,250 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 114,644 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 117,492 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 132,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 137,860 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 209,696 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 861,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 1,719,271 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).