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Orion Portfolio Solutions, LLC: VFVA position timeline

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

Orion Portfolio Solutions, LLC held 3,628 VFVA 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 3,628 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $413,592.

    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 3,606 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $426,870.

    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 3,844 shares
    Change vs previous 13F -531 shares

    <0.01% of the 13F portfolio, value $463,379.

    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 4,375 shares
    Change vs previous 13F -31,379 shares

    0.01% of the 13F portfolio, value $494,723.

    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 35,754 shares
    Change vs previous 13F -23,711 shares

    0.05% of the 13F portfolio, value $4,266,852.

    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 59,465 shares
    Change vs previous 13F +12,530 shares

    0.08% of the 13F portfolio, value $6,682,102.

    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 46,935 shares
    Change vs previous 13F -43,836 shares

    0.06% of the 13F portfolio, value $4,697,333.

    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 90,771 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,045,407.

    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).