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Orion Portfolio Solutions, LLC: INVA position timeline

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

Orion Portfolio Solutions, LLC held 81,265 INVA 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 81,265 shares
    Change vs previous 13F +4,571 shares

    0.01% of the 13F portfolio, value $1,473,334.

    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 76,694 shares
    Change vs previous 13F -2,695 shares

    0.01% of the 13F portfolio, value $1,330,641.

    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 79,389 shares
    Change vs previous 13F -1,111 shares

    0.02% of the 13F portfolio, value $1,533,002.

    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 80,500 shares
    Change vs previous 13F -10,625 shares

    0.01% of the 13F portfolio, value $1,320,200.

    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 91,125 shares
    Change vs previous 13F -7,129 shares

    0.01% of the 13F portfolio, value $1,388,745.

    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 98,254 shares
    Change vs previous 13F -8,451 shares

    0.02% of the 13F portfolio, value $1,619,226.

    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 106,705 shares
    Change vs previous 13F -201 shares

    0.02% of the 13F portfolio, value $1,386,098.

    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 106,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,360,913.

    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).