Skip to content

Orion Portfolio Solutions, LLC: V position timeline

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

Orion Portfolio Solutions, LLC held 164,489 V 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 164,489 shares
    Change vs previous 13F -2,846 shares

    0.57% of the 13F portfolio, value $57,646,747.

    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 167,335 shares
    Change vs previous 13F -7,551 shares

    0.53% of the 13F portfolio, value $52,884,743.

    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 174,886 shares
    Change vs previous 13F -11,533 shares

    0.48% of the 13F portfolio, value $48,084,870.

    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 186,419 shares
    Change vs previous 13F -7,391 shares

    0.52% of the 13F portfolio, value $48,929,205.

    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 193,810 shares
    Change vs previous 13F -6,769 shares

    0.58% of the 13F portfolio, value $54,088,316.

    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 200,579 shares
    Change vs previous 13F -9,666 shares

    0.61% of the 13F portfolio, value $52,659,924.

    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 210,245 shares
    Change vs previous 13F -10,767 shares

    0.58% of the 13F portfolio, value $48,358,291.

    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 221,012 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $52,486,004.

    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).