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Orion Porfolio Solutions, LLC: AVUV position timeline

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

Orion Porfolio Solutions, LLC held 96,689 AVUV 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 96,689 shares
    Change vs previous 13F +8,719 shares

    0.09% of the 13F portfolio, value $12,062,921.

    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 87,970 shares
    Change vs previous 13F -85,622 shares

    0.08% of the 13F portfolio, value $9,718,047.

    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 173,592 shares
    Change vs previous 13F +81,318 shares

    0.13% of the 13F portfolio, value $17,702,849.

    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 92,274 shares
    Change vs previous 13F -3,784 shares

    0.07% of the 13F portfolio, value $9,184,071.

    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 96,058 shares
    Change vs previous 13F -10,080 shares

    0.07% of the 13F portfolio, value $8,750,847.

    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 106,138 shares
    Change vs previous 13F -2,967 shares

    0.09% of the 13F portfolio, value $9,252,024.

    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 109,105 shares
    Change vs previous 13F -5,123 shares

    0.1% of the 13F portfolio, value $10,531,984.

    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 114,228 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,960,155.

    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).