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Orion Portfolio Solutions, LLC: IMVP position timeline

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

Orion Portfolio Solutions, LLC held 85,111 IMVP 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 85,111 shares
    Change vs previous 13F -15,206 shares

    0.02% of the 13F portfolio, value $2,128,634.

    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 100,317 shares
    Change vs previous 13F -7,117 shares

    0.03% of the 13F portfolio, value $2,585,176.

    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 107,434 shares
    Change vs previous 13F -4,915 shares

    0.03% of the 13F portfolio, value $3,299,290.

    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 112,349 shares
    Change vs previous 13F -4,565 shares

    0.03% of the 13F portfolio, value $3,283,954.

    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 116,914 shares
    Change vs previous 13F +5,262 shares

    0.03% of the 13F portfolio, value $3,125,104.

    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 111,652 shares
    Change vs previous 13F +34,832 shares

    0.03% of the 13F portfolio, value $2,869,450.

    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 76,820 shares
    Change vs previous 13F -2,458 shares

    0.02% of the 13F portfolio, value $1,803,743.

    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 79,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,824,980.

    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).