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Orion Portfolio Solutions, LLC: AVTR position timeline

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

Orion Portfolio Solutions, LLC held 145,586 AVTR 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 145,586 shares
    Change vs previous 13F +31,664 shares

    0.02% of the 13F portfolio, value $2,359,949.

    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 113,922 shares
    Change vs previous 13F -32,762 shares

    0.02% of the 13F portfolio, value $2,400,337.

    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 146,684 shares
    Change vs previous 13F +8,696 shares

    0.04% of the 13F portfolio, value $3,794,715.

    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 137,988 shares
    Change vs previous 13F -11,770 shares

    0.03% of the 13F portfolio, value $2,925,346.

    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 149,758 shares
    Change vs previous 13F -736 shares

    0.04% of the 13F portfolio, value $3,829,312.

    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 150,494 shares
    Change vs previous 13F -2,139 shares

    0.04% of the 13F portfolio, value $3,259,704.

    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 152,633 shares
    Change vs previous 13F -15,552 shares

    0.04% of the 13F portfolio, value $3,217,504.

    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 168,185 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,454,520.

    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).