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Orion Porfolio Solutions, LLC: AVTR position timeline

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

Orion Porfolio Solutions, LLC held 261,087 AVTR 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 261,087 shares
    Change vs previous 13F +43,675 shares

    0.02% of the 13F portfolio, value $2,584,761.

    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 217,412 shares
    Change vs previous 13F +63,998 shares

    0.01% of the 13F portfolio, value $1,704,510.

    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 153,414 shares
    Change vs previous 13F -132,005 shares

    0.01% of the 13F portfolio, value $1,758,124.

    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 285,419 shares
    Change vs previous 13F +129,480 shares

    0.03% of the 13F portfolio, value $3,562,029.

    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 155,939 shares
    Change vs previous 13F +10,353 shares

    0.02% of the 13F portfolio, value $2,098,939.

    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 145,586 shares
    Change vs previous 13F +31,664 shares

    0.02% of the 13F portfolio, value $2,359,949.

    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 113,922 shares
    Change vs previous 13F -32,762 shares

    0.02% of the 13F portfolio, value $2,400,337.

    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 146,684 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,794,715.

    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).