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
- period ended2025-03-3113F/A 28,974 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,545 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,482 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 34,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 36,889 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 73,373 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 42,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 43,802 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).