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Orion Porfolio Solutions, LLC: TDV position timeline

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

Orion Porfolio Solutions, LLC held 194,058 TDV 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 194,058 shares
    Change vs previous 13F -6,916 shares

    0.15% of the 13F portfolio, value $20,174,560.

    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 200,974 shares
    Change vs previous 13F -11,692 shares

    0.15% of the 13F portfolio, value $17,024,194.

    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 212,666 shares
    Change vs previous 13F -12,186 shares

    0.14% of the 13F portfolio, value $18,412,465.

    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 224,852 shares
    Change vs previous 13F -8,609 shares

    0.15% of the 13F portfolio, value $19,450,550.

    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 233,461 shares
    Change vs previous 13F -11,632 shares

    0.17% of the 13F portfolio, value $19,424,166.

    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 245,093 shares
    Change vs previous 13F -15,350 shares

    0.18% of the 13F portfolio, value $17,855,031.

    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 260,443 shares
    Change vs previous 13F -26,784 shares

    0.2% of the 13F portfolio, value $19,651,382.

    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 287,227 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $22,136,582.

    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).