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Orion Portfolio Solutions, LLC: BDVG position timeline

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

Orion Portfolio Solutions, LLC held 21,212 BDVG 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 21,212 shares
    Change vs previous 13F -1,854 shares

    <0.01% of the 13F portfolio, value $248,853.

    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 23,066 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $264,468.

    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 23,414 shares
    Change vs previous 13F -2,688 shares

    <0.01% of the 13F portfolio, value $273,305.

    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 26,102 shares
    Change vs previous 13F -5,142 shares

    <0.01% of the 13F portfolio, value $287,715.

    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 31,244 shares
    Change vs previous 13F +13,357 shares

    <0.01% of the 13F portfolio, value $353,682.

    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 17,887 shares
    Change vs previous 13F -2,707 shares

    <0.01% of the 13F portfolio, value $186,848.

    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 20,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $199,208.

    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).