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
- period ended2026-06-3013F 470,599 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 434,413 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 508,713 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 446,709 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 381,056 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 544,079 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 260,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 430,921 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).