Orion Porfolio Solutions, LLC: IDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on IDV, newest first. How the timeline and the estimate are built.
Orion Porfolio Solutions, LLC held 810,468 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 810,468 sharesChange vs previous 13F -30,873 shares
0.26% of the 13F portfolio, value $33,577,691.
13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 841,341 sharesChange vs previous 13F -47,581 shares
0.31% of the 13F portfolio, value $35,807,458.
13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 888,922 sharesChange vs previous 13F +13,963 shares
0.26% of the 13F portfolio, value $35,067,968.
13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 874,959 sharesChange vs previous 13F -8,988 shares
0.25% of the 13F portfolio, value $31,979,737.
13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 883,947 sharesChange vs previous 13F +44,596 shares
0.26% of the 13F portfolio, value $30,505,008.
13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 839,351 sharesChange vs previous 13F -121,190 shares
0.26% of the 13F portfolio, value $26,036,659.
13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 960,541 sharesChange vs previous 13F +44,275 shares
0.26% of the 13F portfolio, value $26,299,626.
13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 916,266 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $27,698,730.
13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).