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Orion Porfolio Solutions, LLC: EFV position timeline

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

Orion Porfolio Solutions, LLC held 202,554 EFV 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 202,554 shares
    Change vs previous 13F -152,553 shares

    0.12% of the 13F portfolio, value $15,505,498.

    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 355,107 shares
    Change vs previous 13F -24,941 shares

    0.23% of the 13F portfolio, value $26,402,216.

    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 380,048 shares
    Change vs previous 13F -532 shares

    0.2% of the 13F portfolio, value $27,139,234.

    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 380,580 shares
    Change vs previous 13F -79,476 shares

    0.2% of the 13F portfolio, value $25,814,728.

    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 460,056 shares
    Change vs previous 13F +207,913 shares

    0.25% of the 13F portfolio, value $29,204,368.

    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 252,143 shares
    Change vs previous 13F -43,051 shares

    0.15% of the 13F portfolio, value $14,861,331.

    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 295,194 shares
    Change vs previous 13F -12,611 shares

    0.15% of the 13F portfolio, value $15,488,828.

    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 307,805 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $17,708,019.

    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).