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Orion Porfolio Solutions, LLC: JVAL position timeline

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

Orion Porfolio Solutions, LLC held 109,535 JVAL 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 109,535 shares
    Change vs previous 13F -7,286 shares

    0.05% of the 13F portfolio, value $6,423,118.

    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 116,821 shares
    Change vs previous 13F -24,529 shares

    0.05% of the 13F portfolio, value $5,707,907.

    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 141,350 shares
    Change vs previous 13F -8,672 shares

    0.05% of the 13F portfolio, value $6,937,444.

    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 150,022 shares
    Change vs previous 13F -8,643 shares

    0.06% of the 13F portfolio, value $7,126,020.

    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 158,665 shares
    Change vs previous 13F -15,209 shares

    0.06% of the 13F portfolio, value $7,017,735.

    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 173,874 shares
    Change vs previous 13F -23,435 shares

    0.07% of the 13F portfolio, value $7,201,864.

    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 197,309 shares
    Change vs previous 13F -1,927 shares

    0.08% of the 13F portfolio, value $8,523,756.

    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 199,236 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,680,678.

    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).