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Orion Porfolio Solutions, LLC: FVD position timeline

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

Orion Porfolio Solutions, LLC held 76,890 FVD 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 76,890 shares
    Change vs previous 13F -15,844 shares

    0.03% of the 13F portfolio, value $3,704,583.

    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 92,734 shares
    Change vs previous 13F -14,917 shares

    0.04% of the 13F portfolio, value $4,361,313.

    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 107,651 shares
    Change vs previous 13F -1,479 shares

    0.04% of the 13F portfolio, value $4,960,534.

    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 109,130 shares
    Change vs previous 13F -1,900 shares

    0.04% of the 13F portfolio, value $5,046,144.

    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 111,030 shares
    Change vs previous 13F -42,280 shares

    0.04% of the 13F portfolio, value $4,963,062.

    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 153,310 shares
    Change vs previous 13F -2,288 shares

    0.07% of the 13F portfolio, value $6,836,093.

    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 155,598 shares
    Change vs previous 13F -5,450 shares

    0.07% of the 13F portfolio, value $6,790,318.

    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 161,048 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,326,070.

    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).