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Orion Portfolio Solutions, LLC: NVS position timeline

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

Orion Portfolio Solutions, LLC held 34,672 NVS 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 34,672 shares
    Change vs previous 13F +1,051 shares

    0.04% of the 13F portfolio, value $3,865,339.

    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 33,621 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $3,271,750.

    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 32,423 shares
    Change vs previous 13F +1,079 shares

    0.04% of the 13F portfolio, value $3,729,363.

    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 31,344 shares
    Change vs previous 13F +1,976 shares

    0.04% of the 13F portfolio, value $3,336,947.

    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 29,368 shares
    Change vs previous 13F -587 shares

    0.03% of the 13F portfolio, value $2,840,734.

    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 29,955 shares
    Change vs previous 13F -1,914 shares

    0.04% of the 13F portfolio, value $3,207,494.

    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 31,869 shares
    Change vs previous 13F -59 shares

    0.04% of the 13F portfolio, value $3,246,094.

    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 31,928 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,221,808.

    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).