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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

  1. period ended2026-06-30
    13F 810,468 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 841,341 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 888,922 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 874,959 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 883,947 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 839,351 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 960,541 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 916,266 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).