Orion Portfolio Solutions, LLC: IQV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on IQV, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 18,270 IQV 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 18,270 sharesChange vs previous 13F +2,167 shares
0.03% of the 13F portfolio, value $3,221,036.
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 16,103 sharesChange vs previous 13F -216 shares
0.03% of the 13F portfolio, value $3,164,440.
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 16,319 sharesChange vs previous 13F +364 shares
0.04% of the 13F portfolio, value $3,867,161.
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 15,955 sharesChange vs previous 13F -34,458 shares
0.04% of the 13F portfolio, value $3,373,567.
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 50,413 sharesChange vs previous 13F +1,510 shares
0.14% of the 13F portfolio, value $12,748,994.
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 48,903 sharesChange vs previous 13F -10,784 shares
0.13% of the 13F portfolio, value $10,957,352.
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 59,687 sharesChange vs previous 13F -3,698 shares
0.14% of the 13F portfolio, value $11,743,457.
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 63,385 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $14,247,092.
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).