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Orion Portfolio Solutions, LLC: DVY position timeline

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

Orion Portfolio Solutions, LLC held 28,974 DVY 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 28,974 shares
    Change vs previous 13F -23,571 shares

    0.04% of the 13F portfolio, value $3,890,874.

    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 52,545 shares
    Change vs previous 13F +20,063 shares

    0.07% of the 13F portfolio, value $6,898,553.

    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 32,482 shares
    Change vs previous 13F -2,396 shares

    0.04% of the 13F portfolio, value $4,387,362.

    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 34,878 shares
    Change vs previous 13F -2,011 shares

    0.04% of the 13F portfolio, value $4,219,523.

    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 36,889 shares
    Change vs previous 13F -36,484 shares

    0.05% of the 13F portfolio, value $4,543,956.

    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 73,373 shares
    Change vs previous 13F +31,279 shares

    0.1% of the 13F portfolio, value $8,721,115.

    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 42,094 shares
    Change vs previous 13F -1,708 shares

    0.05% of the 13F portfolio, value $4,530,995.

    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 43,802 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,962,682.

    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).