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Orion Portfolio Solutions, LLC: OVV position timeline

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

Orion Portfolio Solutions, LLC held 38,313 OVV 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 38,313 shares
    Change vs previous 13F +1,728 shares

    0.02% of the 13F portfolio, value $1,639,789.

    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 36,585 shares
    Change vs previous 13F -5,719 shares

    0.01% of the 13F portfolio, value $1,481,686.

    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 42,304 shares
    Change vs previous 13F +2,244 shares

    0.02% of the 13F portfolio, value $1,620,673.

    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 40,060 shares
    Change vs previous 13F -4,241 shares

    0.02% of the 13F portfolio, value $1,877,624.

    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 44,301 shares
    Change vs previous 13F +1,979 shares

    0.02% of the 13F portfolio, value $2,299,214.

    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 42,322 shares
    Change vs previous 13F +6,337 shares

    0.02% of the 13F portfolio, value $1,797,425.

    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 35,985 shares
    Change vs previous 13F +3,025 shares

    0.02% of the 13F portfolio, value $1,711,795.

    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 32,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,254,802.

    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).