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Orion Porfolio Solutions, LLC: WTV position timeline

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

Orion Porfolio Solutions, LLC held 35,278 WTV 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 35,278 shares
    Change vs previous 13F -19,446 shares

    0.03% of the 13F portfolio, value $3,588,507.

    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 54,724 shares
    Change vs previous 13F -4,944 shares

    0.04% of the 13F portfolio, value $5,183,976.

    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 59,668 shares
    Change vs previous 13F -5,521 shares

    0.04% of the 13F portfolio, value $5,567,043.

    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 65,189 shares
    Change vs previous 13F +943 shares

    0.05% of the 13F portfolio, value $5,932,865.

    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 64,246 shares
    Change vs previous 13F +18,878 shares

    0.05% of the 13F portfolio, value $5,550,879.

    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 45,368 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $3,727,879.

    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 45,381 shares
    Change vs previous 13F +3,899 shares

    0.04% of the 13F portfolio, value $3,792,910.

    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 41,482 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,318,752.

    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).