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Orion Portfolio Solutions, LLC: TRV position timeline

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

Orion Portfolio Solutions, LLC held 18,218 TRV 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 18,218 shares
    Change vs previous 13F -440 shares

    0.05% of the 13F portfolio, value $4,818,056.

    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 18,658 shares
    Change vs previous 13F +514 shares

    0.04% of the 13F portfolio, value $4,494,654.

    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 18,144 shares
    Change vs previous 13F +4,665 shares

    0.04% of the 13F portfolio, value $4,247,745.

    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 13,479 shares
    Change vs previous 13F -2,827 shares

    0.03% of the 13F portfolio, value $2,740,884.

    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 16,306 shares
    Change vs previous 13F -267 shares

    0.04% of the 13F portfolio, value $3,752,574.

    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 16,573 shares
    Change vs previous 13F +9,240 shares

    0.04% of the 13F portfolio, value $3,186,990.

    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 7,333 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $1,197,396.

    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 6,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,172,122.

    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).