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Orion Porfolio Solutions, LLC: AVEM position timeline

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

Orion Porfolio Solutions, LLC held 461,703 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,703 shares
    Change vs previous 13F -28,929 shares

    0.34% of the 13F portfolio, value $44,549,732.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio 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 ended2026-03-31
    13F 490,632 shares
    Change vs previous 13F -17,776 shares

    0.34% of the 13F portfolio, value $39,535,133.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio 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 ended2025-12-31
    13F 508,408 shares
    Change vs previous 13F +23,145 shares

    0.29% of the 13F portfolio, value $39,157,584.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio 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 ended2025-09-30
    13F 485,263 shares
    Change vs previous 13F -20,971 shares

    0.28% of the 13F portfolio, value $36,448,058.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio 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 ended2025-06-30
    13F/A 506,234 shares
    Change vs previous 13F -50,974 shares

    0.3% of the 13F portfolio, value $34,697,296.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio 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 ended2025-03-31
    13F 557,208 shares
    Change vs previous 13F +87,324 shares

    0.33% of the 13F portfolio, value $33,527,200.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio 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 ended2024-12-31
    13F 469,884 shares
    Change vs previous 13F -17,680 shares

    0.28% of the 13F portfolio, value $27,624,477.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio 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 ended2024-09-30
    13F 487,564 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $31,496,653.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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