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Orion Portfolio Solutions, LLC: AVDE position timeline

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

Orion Portfolio Solutions, LLC held 54,709 AVDE shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 54,709 shares
    Change vs previous 13F -2,940 shares

    0.04% of the 13F portfolio, value $3,625,555.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 57,649 shares
    Change vs previous 13F -5,498 shares

    0.04% of the 13F portfolio, value $3,537,919.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 63,147 shares
    Change vs previous 13F -828 shares

    0.04% of the 13F portfolio, value $4,232,722.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 63,975 shares
    Change vs previous 13F -8,619 shares

    0.04% of the 13F portfolio, value $3,983,063.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 72,594 shares
    Change vs previous 13F -6,604 shares

    0.05% of the 13F portfolio, value $4,627,114.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 79,198 shares
    Change vs previous 13F -3,771 shares

    0.06% of the 13F portfolio, value $4,770,069.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 82,969 shares
    Change vs previous 13F -62,553 shares

    0.06% of the 13F portfolio, value $4,617,224.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 145,522 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,352,963.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).