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Orion Portfolio Solutions, LLC: STVN position timeline

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

Orion Portfolio Solutions, LLC held 97,348 STVN 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 97,348 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $1,987,847.

    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 96,548 shares
    Change vs previous 13F -4,102 shares

    0.02% of the 13F portfolio, value $2,103,782.

    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 100,650 shares
    Change vs previous 13F -11,304 shares

    0.02% of the 13F portfolio, value $2,013,001.

    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 111,954 shares
    Change vs previous 13F +21,750 shares

    0.02% of the 13F portfolio, value $2,053,242.

    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 90,204 shares
    Change vs previous 13F -12,247 shares

    0.03% of the 13F portfolio, value $2,895,557.

    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 102,451 shares
    Change vs previous 13F -13,957 shares

    0.03% of the 13F portfolio, value $2,750,813.

    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 116,408 shares
    Change vs previous 13F -1,690 shares

    0.04% of the 13F portfolio, value $3,459,654.

    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 118,098 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,824,010.

    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).