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Orion Porfolio Solutions, LLC: AVY position timeline

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

Orion Porfolio Solutions, LLC held 3,230 AVY 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 3,230 shares
    Change vs previous 13F -1,316 shares

    <0.01% of the 13F portfolio, value $524,435.

    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 4,546 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $784,986.

    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 4,779 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $869,218.

    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 5,144 shares
    Change vs previous 13F -1,006 shares

    0.01% of the 13F portfolio, value $834,186.

    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 6,150 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $1,079,177.

    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 6,043 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $1,075,397.

    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 6,100 shares
    Change vs previous 13F -1,400 shares

    0.01% of the 13F portfolio, value $1,141,462.

    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 7,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,655,712.

    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).