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Orion Porfolio Solutions, LLC: USMV position timeline

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

Orion Porfolio Solutions, LLC held 32,599 USMV 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 32,599 shares
    Change vs previous 13F -25,943 shares

    0.02% of the 13F portfolio, value $3,144,440.

    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 58,542 shares
    Change vs previous 13F -15,364 shares

    0.05% of the 13F portfolio, value $5,429,205.

    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 73,906 shares
    Change vs previous 13F +5,083 shares

    0.05% of the 13F portfolio, value $6,958,973.

    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 68,823 shares
    Change vs previous 13F -1,864 shares

    0.05% of the 13F portfolio, value $6,547,807.

    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 70,687 shares
    Change vs previous 13F +1,677 shares

    0.06% of the 13F portfolio, value $6,635,394.

    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 69,010 shares
    Change vs previous 13F +17,255 shares

    0.06% of the 13F portfolio, value $6,463,488.

    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 51,755 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $4,595,272.

    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 51,543 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,706,353.

    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).