Skip to content

Orion Portfolio Solutions, LLC: IDEV position timeline

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

Orion Portfolio Solutions, LLC held 241,682 IDEV 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 241,682 shares
    Change vs previous 13F +330 shares

    0.16% of the 13F portfolio, value $16,649,472.

    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 241,352 shares
    Change vs previous 13F -27,324 shares

    0.16% of the 13F portfolio, value $15,559,940.

    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 268,676 shares
    Change vs previous 13F +3,157 shares

    0.19% of the 13F portfolio, value $19,030,285.

    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 265,519 shares
    Change vs previous 13F -38,618 shares

    0.18% of the 13F portfolio, value $17,428,634.

    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 304,137 shares
    Change vs previous 13F -91,039 shares

    0.22% of the 13F portfolio, value $20,416,712.

    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 395,176 shares
    Change vs previous 13F -15,866 shares

    0.29% of the 13F portfolio, value $25,034,403.

    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 411,042 shares
    Change vs previous 13F +161,510 shares

    0.29% of the 13F portfolio, value $23,955,498.

    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 249,532 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,251,390.

    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).