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Orion Portfolio Solutions, LLC: HDV position timeline

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

Orion Portfolio Solutions, LLC held 92,885 HDV 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 92,885 shares
    Change vs previous 13F -3,283 shares

    0.11% of the 13F portfolio, value $11,250,146.

    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 96,168 shares
    Change vs previous 13F -383,498 shares

    0.11% of the 13F portfolio, value $10,795,798.

    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 479,666 shares
    Change vs previous 13F +378,179 shares

    0.56% of the 13F portfolio, value $56,418,286.

    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 101,487 shares
    Change vs previous 13F -20,331 shares

    0.12% of the 13F portfolio, value $11,031,694.

    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 121,818 shares
    Change vs previous 13F -5,260 shares

    0.14% of the 13F portfolio, value $13,425,515.

    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 127,078 shares
    Change vs previous 13F -4,999 shares

    0.15% of the 13F portfolio, value $13,219,892.

    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 132,077 shares
    Change vs previous 13F -52,523 shares

    0.16% of the 13F portfolio, value $13,061,077.

    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 184,600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,605,809.

    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).