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Orion Portfolio Solutions, LLC: CVLC position timeline

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

Orion Portfolio Solutions, LLC held 15,525 CVLC 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 15,525 shares
    Change vs previous 13F -2,599 shares

    0.01% of the 13F portfolio, value $1,070,281.

    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 18,124 shares
    Change vs previous 13F -906 shares

    0.01% of the 13F portfolio, value $1,329,224.

    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 19,030 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $1,363,246.

    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 20,635 shares
    Change vs previous 13F -4,122 shares

    0.01% of the 13F portfolio, value $1,400,285.

    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 24,757 shares
    Change vs previous 13F -2,295 shares

    0.02% of the 13F portfolio, value $1,624,898.

    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 27,052 shares
    Change vs previous 13F +2,366 shares

    0.02% of the 13F portfolio, value $1,609,163.

    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 24,686 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,313,669.

    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).