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Orion Porfolio Solutions, LLC: SHV position timeline

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

Orion Porfolio Solutions, LLC held 46,638 SHV 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 46,638 shares
    Change vs previous 13F +2,300 shares

    0.04% of the 13F portfolio, value $5,146,538.

    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 44,338 shares
    Change vs previous 13F +3,363 shares

    0.04% of the 13F portfolio, value $4,894,488.

    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 40,975 shares
    Change vs previous 13F +1,331 shares

    0.03% of the 13F portfolio, value $4,513,403.

    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 39,644 shares
    Change vs previous 13F -7,990 shares

    0.03% of the 13F portfolio, value $4,380,265.

    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 47,634 shares
    Change vs previous 13F +11,369 shares

    0.04% of the 13F portfolio, value $5,259,713.

    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 36,265 shares
    Change vs previous 13F +1,366 shares

    0.04% of the 13F portfolio, value $4,005,878.

    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 34,899 shares
    Change vs previous 13F +14,228 shares

    0.04% of the 13F portfolio, value $3,842,737.

    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 20,671 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,286,841.

    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).