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Orion Portfolio Solutions, LLC: AVLV position timeline

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

Orion Portfolio Solutions, LLC held 3,112 AVLV 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 3,112 shares
    Change vs previous 13F -12,713 shares

    <0.01% of the 13F portfolio, value $202,911.

    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 15,825 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $1,056,661.

    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 15,846 shares
    Change vs previous 13F +2,852 shares

    0.01% of the 13F portfolio, value $1,043,142.

    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 12,994 shares
    Change vs previous 13F -3,867 shares

    0.01% of the 13F portfolio, value $816,543.

    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 16,861 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $1,083,488.

    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 16,745 shares
    Change vs previous 13F -619 shares

    0.01% of the 13F portfolio, value $963,675.

    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 17,364 shares
    Change vs previous 13F -322 shares

    0.01% of the 13F portfolio, value $914,736.

    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 17,686 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $943,548.

    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).