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Disclosery

Orion Porfolio Solutions, LLC: DISV position timeline

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

Orion Porfolio Solutions, LLC held 70,853 DISV 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 70,853 shares
    Change vs previous 13F +1,818 shares

    0.02% of the 13F portfolio, value $2,843,331.

    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 69,035 shares
    Change vs previous 13F -27,571 shares

    0.02% of the 13F portfolio, value $2,722,732.

    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 96,606 shares
    Change vs previous 13F -4,517 shares

    0.03% of the 13F portfolio, value $3,671,026.

    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 101,123 shares
    Change vs previous 13F +7,147 shares

    0.03% of the 13F portfolio, value $3,609,085.

    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 93,976 shares
    Change vs previous 13F +72,425 shares

    0.03% of the 13F portfolio, value $3,092,751.

    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 21,551 shares
    Change vs previous 13F +2,923 shares

    0.01% of the 13F portfolio, value $627,565.

    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 18,628 shares
    Change vs previous 13F +1,109 shares

    <0.01% of the 13F portfolio, value $494,946.

    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 17,519 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $509,102.

    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).