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Orion Porfolio Solutions, LLC: VLTO position timeline

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

Orion Porfolio Solutions, LLC held 9,245 VLTO 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 9,245 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $819,889.

    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 8,111 shares
    Change vs previous 13F -21,173 shares

    0.01% of the 13F portfolio, value $717,230.

    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 29,284 shares
    Change vs previous 13F +3,835 shares

    0.02% of the 13F portfolio, value $2,921,949.

    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 25,449 shares
    Change vs previous 13F -1,199 shares

    0.02% of the 13F portfolio, value $2,713,179.

    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 26,648 shares
    Change vs previous 13F -4,830 shares

    0.02% of the 13F portfolio, value $2,690,150.

    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 31,478 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $3,067,569.

    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 31,461 shares
    Change vs previous 13F -2,479 shares

    0.03% of the 13F portfolio, value $3,204,323.

    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 33,940 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,796,543.

    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).