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Orion Portfolio Solutions, LLC: VTV position timeline

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

Orion Portfolio Solutions, LLC held 502,843 VTV 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 502,843 shares
    Change vs previous 13F +41,633 shares

    0.85% of the 13F portfolio, value $86,861,151.

    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 461,210 shares
    Change vs previous 13F +9,622 shares

    0.78% of the 13F portfolio, value $78,082,799.

    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 451,588 shares
    Change vs previous 13F -19,818 shares

    0.79% of the 13F portfolio, value $78,833,644.

    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 471,406 shares
    Change vs previous 13F +22,459 shares

    0.8% of the 13F portfolio, value $75,618,166.

    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 448,947 shares
    Change vs previous 13F +2,545 shares

    0.78% of the 13F portfolio, value $73,115,482.

    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 446,402 shares
    Change vs previous 13F -3,991 shares

    0.78% of the 13F portfolio, value $67,237,052.

    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 450,393 shares
    Change vs previous 13F -17,319 shares

    0.75% of the 13F portfolio, value $62,122,658.

    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 467,712 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $66,461,895.

    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).