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Orion Porfolio Solutions, LLC: IDEV position timeline

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

Orion Porfolio Solutions, LLC held 166,147 IDEV 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 166,147 shares
    Change vs previous 13F -21,229 shares

    0.11% of the 13F portfolio, value $14,788,744.

    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 187,376 shares
    Change vs previous 13F -121,603 shares

    0.13% of the 13F portfolio, value $15,658,979.

    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 308,979 shares
    Change vs previous 13F +137,387 shares

    0.19% of the 13F portfolio, value $25,484,533.

    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 171,592 shares
    Change vs previous 13F -22,697 shares

    0.11% of the 13F portfolio, value $13,756,544.

    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 194,289 shares
    Change vs previous 13F -47,393 shares

    0.13% of the 13F portfolio, value $14,773,743.

    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 241,682 shares
    Change vs previous 13F +330 shares

    0.16% of the 13F portfolio, value $16,649,472.

    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 241,352 shares
    Change vs previous 13F -27,324 shares

    0.16% of the 13F portfolio, value $15,559,940.

    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 268,676 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $19,030,285.

    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).