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Orion Portfolio Solutions, LLC: VGSH position timeline

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

Orion Portfolio Solutions, LLC held 124,928 VGSH 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 124,928 shares
    Change vs previous 13F +4,347 shares

    0.07% of the 13F portfolio, value $7,332,006.

    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 120,581 shares
    Change vs previous 13F -9,334 shares

    0.07% of the 13F portfolio, value $7,015,380.

    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 129,915 shares
    Change vs previous 13F -19,602 shares

    0.08% of the 13F portfolio, value $7,667,568.

    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 149,517 shares
    Change vs previous 13F -38,600 shares

    0.09% of the 13F portfolio, value $8,670,468.

    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 188,117 shares
    Change vs previous 13F -94,319 shares

    0.12% of the 13F portfolio, value $10,923,977.

    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 282,436 shares
    Change vs previous 13F -97,118 shares

    0.19% of the 13F portfolio, value $16,451,865.

    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 379,554 shares
    Change vs previous 13F -102,892 shares

    0.26% of the 13F portfolio, value $21,862,311.

    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 482,446 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $27,851,623.

    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).