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Orion Porfolio Solutions, LLC: IVE position timeline

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

Orion Porfolio Solutions, LLC held 136,215 IVE 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 136,215 shares
    Change vs previous 13F -19,595 shares

    0.24% of the 13F portfolio, value $30,928,919.

    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 155,810 shares
    Change vs previous 13F -28,716 shares

    0.28% of the 13F portfolio, value $32,899,217.

    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 184,526 shares
    Change vs previous 13F +53,878 shares

    0.29% of the 13F portfolio, value $39,132,476.

    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 130,648 shares
    Change vs previous 13F -3,158 shares

    0.21% of the 13F portfolio, value $26,980,026.

    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 133,806 shares
    Change vs previous 13F +25,956 shares

    0.22% of the 13F portfolio, value $26,148,224.

    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 107,850 shares
    Change vs previous 13F +44,126 shares

    0.2% of the 13F portfolio, value $20,553,904.

    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 63,724 shares
    Change vs previous 13F -1,844 shares

    0.12% of the 13F portfolio, value $12,163,480.

    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 65,568 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,928,166.

    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).