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Orion Porfolio Solutions, LLC: IMVP position timeline

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

Orion Porfolio Solutions, LLC held 74,990 IMVP 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 74,990 shares
    Change vs previous 13F +2,288 shares

    0.01% of the 13F portfolio, value $1,505,054.

    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 72,702 shares
    Change vs previous 13F -5,102 shares

    0.01% of the 13F portfolio, value $1,492,564.

    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 77,804 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $1,891,405.

    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 82,948 shares
    Change vs previous 13F -401 shares

    0.02% of the 13F portfolio, value $2,079,514.

    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 83,349 shares
    Change vs previous 13F -1,762 shares

    0.02% of the 13F portfolio, value $2,246,264.

    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 85,111 shares
    Change vs previous 13F -15,206 shares

    0.02% of the 13F portfolio, value $2,128,634.

    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 100,317 shares
    Change vs previous 13F -7,117 shares

    0.03% of the 13F portfolio, value $2,585,176.

    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 107,434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,299,290.

    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).