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Orion Porfolio Solutions, LLC: SCHV position timeline

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

Orion Porfolio Solutions, LLC held 11,838 SCHV 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 11,838 shares
    Change vs previous 13F -18,136 shares

    <0.01% of the 13F portfolio, value $412,078.

    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 29,974 shares
    Change vs previous 13F -179,253 shares

    0.01% of the 13F portfolio, value $914,213.

    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 209,227 shares
    Change vs previous 13F +807 shares

    0.05% of the 13F portfolio, value $6,195,226.

    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 208,420 shares
    Change vs previous 13F -17,084 shares

    0.05% of the 13F portfolio, value $6,067,120.

    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 225,504 shares
    Change vs previous 13F -3,477 shares

    0.05% of the 13F portfolio, value $6,239,687.

    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 228,981 shares
    Change vs previous 13F -36,623 shares

    0.06% of the 13F portfolio, value $6,086,322.

    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 265,604 shares
    Change vs previous 13F +166,293 shares

    0.07% of the 13F portfolio, value $6,924,287.

    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 99,311 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,981,624.

    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).