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Orion Portfolio Solutions, LLC: KVHI position timeline

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

Orion Portfolio Solutions, LLC held 66,607 KVHI 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 66,607 shares
    Change vs previous 13F +10,037 shares

    <0.01% of the 13F portfolio, value $352,351.

    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 56,570 shares
    Change vs previous 13F -8,204 shares

    <0.01% of the 13F portfolio, value $322,449.

    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 64,774 shares
    Change vs previous 13F -2,350 shares

    <0.01% of the 13F portfolio, value $312,858.

    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 67,124 shares
    Change vs previous 13F +4,287 shares

    <0.01% of the 13F portfolio, value $312,127.

    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 62,837 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $320,469.

    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 62,325 shares
    Change vs previous 13F -29,841 shares

    <0.01% of the 13F portfolio, value $319,727.

    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 92,166 shares
    Change vs previous 13F +10,679 shares

    0.01% of the 13F portfolio, value $470,047.

    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 81,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $744,791.

    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).