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Orion Porfolio Solutions, LLC: HDV position timeline

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

Orion Porfolio Solutions, LLC held 480,585 HDV 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 480,585 shares
    Change vs previous 13F +341,552 shares

    0.1% of the 13F portfolio, value $13,172,851.

    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 139,033 shares
    Change vs previous 13F +1,918 shares

    0.16% of the 13F portfolio, value $18,869,451.

    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 137,115 shares
    Change vs previous 13F -3,268 shares

    0.12% of the 13F portfolio, value $16,674,504.

    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 140,383 shares
    Change vs previous 13F +50,501 shares

    0.13% of the 13F portfolio, value $17,189,883.

    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 89,882 shares
    Change vs previous 13F -3,003 shares

    0.09% of the 13F portfolio, value $10,531,408.

    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 92,885 shares
    Change vs previous 13F -3,283 shares

    0.11% of the 13F portfolio, value $11,250,146.

    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 96,168 shares
    Change vs previous 13F -383,498 shares

    0.11% of the 13F portfolio, value $10,795,798.

    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 479,666 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $56,418,286.

    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).