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Orion Portfolio Solutions, LLC: JVAL position timeline

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

Orion Portfolio Solutions, LLC held 173,874 JVAL 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 173,874 shares
    Change vs previous 13F -23,435 shares

    0.07% of the 13F portfolio, value $7,201,864.

    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 197,309 shares
    Change vs previous 13F -1,927 shares

    0.08% of the 13F portfolio, value $8,523,756.

    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 199,236 shares
    Change vs previous 13F -808,180 shares

    0.09% of the 13F portfolio, value $8,680,678.

    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 1,007,416 shares
    Change vs previous 13F -58,313 shares

    0.43% of the 13F portfolio, value $41,173,120.

    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 1,065,729 shares
    Change vs previous 13F -450,375 shares

    0.47% of the 13F portfolio, value $44,355,652.

    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 1,516,104 shares
    Change vs previous 13F -3,693 shares

    0.68% of the 13F portfolio, value $58,445,800.

    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 1,519,797 shares
    Change vs previous 13F -1,503,834 shares

    0.64% of the 13F portfolio, value $52,645,765.

    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 3,023,631 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $107,883,153.

    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).