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Orion Porfolio Solutions, LLC: DVY position timeline

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

Orion Porfolio Solutions, LLC held 14,428 DVY 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 14,428 shares
    Change vs previous 13F -3,653 shares

    0.02% of the 13F portfolio, value $2,255,058.

    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 18,081 shares
    Change vs previous 13F -17,034 shares

    0.02% of the 13F portfolio, value $2,737,672.

    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 35,115 shares
    Change vs previous 13F +13,670 shares

    0.04% of the 13F portfolio, value $4,956,167.

    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 21,445 shares
    Change vs previous 13F -563 shares

    0.02% of the 13F portfolio, value $3,047,368.

    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 22,008 shares
    Change vs previous 13F -6,966 shares

    0.02% of the 13F portfolio, value $2,922,878.

    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 28,974 shares
    Change vs previous 13F -23,571 shares

    0.04% of the 13F portfolio, value $3,890,874.

    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 52,545 shares
    Change vs previous 13F +20,063 shares

    0.07% of the 13F portfolio, value $6,898,553.

    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 32,482 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,387,362.

    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).