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Orion Capital Management LLC: IVV position timeline

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

Orion Capital Management LLC held 35,555 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,555 shares
    Change vs previous 13F -1,140 shares

    8.27% of the 13F portfolio, value $26,626,893.

    13F-HR 0001846758-26-000003 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 36,695 shares
    Change vs previous 13F -120 shares

    8.27% of the 13F portfolio, value $23,969,589.

    13F-HR 0001846758-26-000002 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 36,815 shares
    Change vs previous 13F +956 shares

    8.51% of the 13F portfolio, value $25,216,066.

    13F-HR 0001846758-26-000001 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,859 shares
    Change vs previous 13F -526 shares

    8.37% of the 13F portfolio, value $24,000,429.

    13F-HR 0001846758-25-000003 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 36,385 shares
    Change vs previous 13F +2,585 shares

    8.61% of the 13F portfolio, value $22,591,447.

    13F-HR 0001095449-25-000053 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,800 shares
    Change vs previous 13F +2,174 shares

    8% of the 13F portfolio, value $18,992,319.

    13F-HR 0001095449-25-000037 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,626 shares
    Change vs previous 13F +2,593 shares

    8.19% of the 13F portfolio, value $18,617,345.

    13F-HR 0001095449-25-000012 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,033 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $16,746,572.

    13F-HR 0001095449-24-000089 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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