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Orion Portfolio Solutions, LLC: SPYV position timeline

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

Orion Portfolio Solutions, LLC held 162,094 SPYV 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 162,094 shares
    Change vs previous 13F -134,915 shares

    0.08% of the 13F portfolio, value $8,278,117.

    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 297,009 shares
    Change vs previous 13F -1,152,655 shares

    0.15% of the 13F portfolio, value $15,189,023.

    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 1,449,664 shares
    Change vs previous 13F +1,360,461 shares

    0.76% of the 13F portfolio, value $76,629,203.

    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 89,203 shares
    Change vs previous 13F +29,142 shares

    0.05% of the 13F portfolio, value $4,347,764.

    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 60,061 shares
    Change vs previous 13F -1,285,590 shares

    0.03% of the 13F portfolio, value $3,009,074.

    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 1,345,651 shares
    Change vs previous 13F +1,291,334 shares

    0.73% of the 13F portfolio, value $63,164,871.

    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 54,317 shares
    Change vs previous 13F +7,905 shares

    0.03% of the 13F portfolio, value $2,241,117.

    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 46,412 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,004,992.

    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).