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
- period ended2025-03-3113F/A 241,682 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 241,352 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 268,676 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 265,519 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 304,137 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 395,176 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 411,042 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 249,532 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).