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Orion Porfolio Solutions, LLC: IVW position timeline

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

Orion Porfolio Solutions, LLC held 281,870 IVW 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 281,870 shares
    Change vs previous 13F -1,407 shares

    0.3% of the 13F portfolio, value $38,765,563.

    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 283,277 shares
    Change vs previous 13F -33,504 shares

    0.27% of the 13F portfolio, value $32,041,376.

    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 316,781 shares
    Change vs previous 13F +27,929 shares

    0.29% of the 13F portfolio, value $39,046,337.

    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 288,852 shares
    Change vs previous 13F -26,323 shares

    0.27% of the 13F portfolio, value $34,870,146.

    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 315,175 shares
    Change vs previous 13F +51,043 shares

    0.3% of the 13F portfolio, value $34,700,793.

    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 264,132 shares
    Change vs previous 13F -5,636 shares

    0.24% of the 13F portfolio, value $24,519,421.

    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 269,768 shares
    Change vs previous 13F -12,983 shares

    0.27% of the 13F portfolio, value $27,389,578.

    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 282,751 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $27,073,469.

    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).