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Orion Portfolio Solutions, LLC: VYM position timeline

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

Orion Portfolio Solutions, LLC held 43,110 VYM 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 43,110 shares
    Change vs previous 13F +6,792 shares

    0.05% of the 13F portfolio, value $5,559,433.

    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 36,318 shares
    Change vs previous 13F +7,929 shares

    0.05% of the 13F portfolio, value $4,633,875.

    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 28,389 shares
    Change vs previous 13F -3,148 shares

    0.04% of the 13F portfolio, value $3,639,426.

    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 31,537 shares
    Change vs previous 13F +852 shares

    0.04% of the 13F portfolio, value $3,740,358.

    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 30,685 shares
    Change vs previous 13F -5,128 shares

    0.04% of the 13F portfolio, value $3,712,543.

    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 35,813 shares
    Change vs previous 13F -33,228 shares

    0.05% of the 13F portfolio, value $4,028,968.

    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 69,041 shares
    Change vs previous 13F +6,270 shares

    0.09% of the 13F portfolio, value $7,133,336.

    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 62,771 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,658,090.

    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).