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Orion Portfolio Solutions, LLC: BLV position timeline

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

Orion Portfolio Solutions, LLC held 204,647 BLV 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 204,647 shares
    Change vs previous 13F +35,341 shares

    0.14% of the 13F portfolio, value $14,411,255.

    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 169,306 shares
    Change vs previous 13F -9,581 shares

    0.12% of the 13F portfolio, value $11,585,569.

    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 178,887 shares
    Change vs previous 13F +18,976 shares

    0.13% of the 13F portfolio, value $13,446,970.

    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 159,911 shares
    Change vs previous 13F +5,221 shares

    0.12% of the 13F portfolio, value $11,240,150.

    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 154,690 shares
    Change vs previous 13F -1,005 shares

    0.12% of the 13F portfolio, value $11,188,760.

    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 155,695 shares
    Change vs previous 13F +21,496 shares

    0.13% of the 13F portfolio, value $11,434,258.

    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 134,199 shares
    Change vs previous 13F -1,702 shares

    0.11% of the 13F portfolio, value $8,999,383.

    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 135,901 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,181,735.

    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).