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Orion Portfolio Solutions, LLC: DFUV position timeline

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

Orion Portfolio Solutions, LLC held 19,677 DFUV 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 19,677 shares
    Change vs previous 13F -10,665 shares

    0.01% of the 13F portfolio, value $810,880.

    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 30,342 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $1,241,585.

    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 30,418 shares
    Change vs previous 13F +774 shares

    0.01% of the 13F portfolio, value $1,268,117.

    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 29,644 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $1,164,111.

    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 29,578 shares
    Change vs previous 13F -3,026 shares

    0.01% of the 13F portfolio, value $1,209,738.

    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 32,604 shares
    Change vs previous 13F -4,631 shares

    0.01% of the 13F portfolio, value $1,213,836.

    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 37,235 shares
    Change vs previous 13F +1,195 shares

    0.02% of the 13F portfolio, value $1,266,732.

    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 36,040 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,243,376.

    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).