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Orion Portfolio Solutions, LLC: SHV position timeline

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

Orion Portfolio Solutions, LLC held 36,265 SHV 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 36,265 shares
    Change vs previous 13F +1,366 shares

    0.04% of the 13F portfolio, value $4,005,878.

    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 34,899 shares
    Change vs previous 13F +14,228 shares

    0.04% of the 13F portfolio, value $3,842,737.

    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 20,671 shares
    Change vs previous 13F +5,201 shares

    0.02% of the 13F portfolio, value $2,286,841.

    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 15,470 shares
    Change vs previous 13F -7,588 shares

    0.02% of the 13F portfolio, value $1,709,487.

    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 23,058 shares
    Change vs previous 13F -56,461 shares

    0.03% of the 13F portfolio, value $2,548,883.

    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 79,519 shares
    Change vs previous 13F +64,574 shares

    0.1% of the 13F portfolio, value $8,763,841.

    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 14,945 shares
    Change vs previous 13F +7,761 shares

    0.02% of the 13F portfolio, value $1,651,011.

    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 7,184 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $793,501.

    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).