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
- period ended2026-06-3013F 11,838 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,974 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 209,227 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 208,420 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 225,504 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228,981 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 265,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 99,311 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).