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Orion Portfolio Solutions, LLC: VCSH position timeline

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

Orion Portfolio Solutions, LLC held 190,526 VCSH 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 190,526 shares
    Change vs previous 13F -2,623 shares

    0.15% of the 13F portfolio, value $15,040,098.

    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 193,149 shares
    Change vs previous 13F -8,281 shares

    0.15% of the 13F portfolio, value $15,067,578.

    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 201,430 shares
    Change vs previous 13F -8,376 shares

    0.16% of the 13F portfolio, value $15,997,547.

    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 209,806 shares
    Change vs previous 13F -16,303 shares

    0.17% of the 13F portfolio, value $16,212,759.

    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 226,109 shares
    Change vs previous 13F +40,691 shares

    0.19% of the 13F portfolio, value $17,480,548.

    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 185,418 shares
    Change vs previous 13F -16,610 shares

    0.17% of the 13F portfolio, value $14,305,006.

    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 202,028 shares
    Change vs previous 13F -41,750 shares

    0.18% of the 13F portfolio, value $15,182,450.

    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 243,778 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,444,252.

    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).