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Orion Portfolio Solutions, LLC: VHT position timeline

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

Orion Portfolio Solutions, LLC held 23,580 VHT 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 23,580 shares
    Change vs previous 13F +2,388 shares

    0.06% of the 13F portfolio, value $6,242,285.

    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 21,192 shares
    Change vs previous 13F -1,836 shares

    0.05% of the 13F portfolio, value $5,376,114.

    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 23,028 shares
    Change vs previous 13F -87 shares

    0.06% of the 13F portfolio, value $6,498,372.

    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 23,115 shares
    Change vs previous 13F -1,387 shares

    0.06% of the 13F portfolio, value $6,148,652.

    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 24,502 shares
    Change vs previous 13F +1,391 shares

    0.07% of the 13F portfolio, value $6,628,163.

    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 23,111 shares
    Change vs previous 13F -5,831 shares

    0.07% of the 13F portfolio, value $5,950,163.

    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 28,942 shares
    Change vs previous 13F +1,351 shares

    0.08% of the 13F portfolio, value $6,804,199.

    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 27,591 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,754,902.

    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).