Skip to content
Disclosery

Orion Portfolio Solutions, LLC: IWV position timeline

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

Orion Portfolio Solutions, LLC held 18,121 IWV 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 18,121 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $5,755,902.

    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 18,018 shares
    Change vs previous 13F -2,641 shares

    0.06% of the 13F portfolio, value $6,022,564.

    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 20,659 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $6,749,840.

    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 20,759 shares
    Change vs previous 13F -187 shares

    0.07% of the 13F portfolio, value $6,407,777.

    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 20,946 shares
    Change vs previous 13F -387 shares

    0.07% of the 13F portfolio, value $6,285,399.

    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 21,333 shares
    Change vs previous 13F +52 shares

    0.07% of the 13F portfolio, value $5,820,148.

    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 21,281 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $5,215,138.

    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 21,262 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,410,771.

    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).