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Orion Porfolio Solutions, LLC: SDVY position timeline

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

Orion Porfolio Solutions, LLC held 26,915 SDVY 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 26,915 shares
    Change vs previous 13F -12,748 shares

    0.01% of the 13F portfolio, value $1,161,134.

    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 39,663 shares
    Change vs previous 13F -16,092 shares

    0.01% of the 13F portfolio, value $1,563,909.

    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 55,755 shares
    Change vs previous 13F +17,145 shares

    0.02% of the 13F portfolio, value $2,136,513.

    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 38,610 shares
    Change vs previous 13F +2,569 shares

    0.01% of the 13F portfolio, value $1,467,947.

    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 36,041 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $1,271,535.

    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 36,188 shares
    Change vs previous 13F +4,908 shares

    0.01% of the 13F portfolio, value $1,212,298.

    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 31,280 shares
    Change vs previous 13F -2,543 shares

    0.01% of the 13F portfolio, value $1,121,373.

    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 33,823 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,230,499.

    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).