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Orion Porfolio Solutions, LLC: V position timeline

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

Orion Porfolio Solutions, LLC held 117,521 V 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 117,521 shares
    Change vs previous 13F -6,208 shares

    0.31% of the 13F portfolio, value $40,320,014.

    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 123,729 shares
    Change vs previous 13F -23,245 shares

    0.32% of the 13F portfolio, value $37,395,652.

    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 146,974 shares
    Change vs previous 13F -10,946 shares

    0.38% of the 13F portfolio, value $51,545,272.

    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 157,920 shares
    Change vs previous 13F -8,612 shares

    0.42% of the 13F portfolio, value $53,910,989.

    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 166,532 shares
    Change vs previous 13F +2,043 shares

    0.5% of the 13F portfolio, value $59,127,143.

    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 164,489 shares
    Change vs previous 13F -2,846 shares

    0.57% of the 13F portfolio, value $57,646,747.

    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 167,335 shares
    Change vs previous 13F -7,551 shares

    0.53% of the 13F portfolio, value $52,884,743.

    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 174,886 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $48,084,870.

    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).