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Orion Porfolio Solutions, LLC: IVV position timeline

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

Orion Porfolio Solutions, LLC held 470,599 IVV 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 470,599 shares
    Change vs previous 13F +36,186 shares

    2.7% of the 13F portfolio, value $352,427,187.

    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 434,413 shares
    Change vs previous 13F -74,300 shares

    2.42% of the 13F portfolio, value $283,762,848.

    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 508,713 shares
    Change vs previous 13F +62,004 shares

    2.56% of the 13F portfolio, value $348,437,798.

    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 446,709 shares
    Change vs previous 13F +65,653 shares

    2.32% of the 13F portfolio, value $298,982,820.

    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 381,056 shares
    Change vs previous 13F -163,023 shares

    2.02% of the 13F portfolio, value $236,597,570.

    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 544,079 shares
    Change vs previous 13F +283,896 shares

    3% of the 13F portfolio, value $305,718,218.

    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 260,183 shares
    Change vs previous 13F -170,738 shares

    1.53% of the 13F portfolio, value $153,164,379.

    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 430,921 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $248,563,748.

    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).