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Orion Portfolio Solutions, LLC: VLO position timeline

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

Orion Portfolio Solutions, LLC held 24,286 VLO 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 24,286 shares
    Change vs previous 13F -563 shares

    0.03% of the 13F portfolio, value $3,207,438.

    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 24,849 shares
    Change vs previous 13F +2,661 shares

    0.03% of the 13F portfolio, value $3,046,249.

    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 22,188 shares
    Change vs previous 13F +1,438 shares

    0.03% of the 13F portfolio, value $2,996,049.

    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 20,750 shares
    Change vs previous 13F +1,084 shares

    0.03% of the 13F portfolio, value $3,252,779.

    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 19,666 shares
    Change vs previous 13F +1,495 shares

    0.04% of the 13F portfolio, value $3,356,772.

    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 18,171 shares
    Change vs previous 13F +1,539 shares

    0.03% of the 13F portfolio, value $2,348,988.

    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 16,632 shares
    Change vs previous 13F -2,202 shares

    0.03% of the 13F portfolio, value $2,356,961.

    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 18,834 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,209,312.

    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).