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Orion Portfolio Solutions, LLC: IVE position timeline

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

Orion Portfolio Solutions, LLC held 107,850 IVE 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 107,850 shares
    Change vs previous 13F +44,126 shares

    0.2% of the 13F portfolio, value $20,553,904.

    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 63,724 shares
    Change vs previous 13F -1,844 shares

    0.12% of the 13F portfolio, value $12,163,480.

    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 65,568 shares
    Change vs previous 13F +5,696 shares

    0.13% of the 13F portfolio, value $12,928,166.

    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 59,872 shares
    Change vs previous 13F +4,725 shares

    0.12% of the 13F portfolio, value $10,897,298.

    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 55,147 shares
    Change vs previous 13F +49,815 shares

    0.11% of the 13F portfolio, value $10,302,148.

    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 5,332 shares
    Change vs previous 13F -1,869 shares

    0.01% of the 13F portfolio, value $932,865.

    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 7,201 shares
    Change vs previous 13F -1,441 shares

    0.01% of the 13F portfolio, value $1,107,746.

    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 8,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,392,912.

    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).