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Orion Portfolio Solutions, LLC: VZ position timeline

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

Orion Portfolio Solutions, LLC held 222,904 VZ 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 222,904 shares
    Change vs previous 13F +46,507 shares

    0.1% of the 13F portfolio, value $10,110,888.

    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 176,397 shares
    Change vs previous 13F +10,873 shares

    0.07% of the 13F portfolio, value $7,054,092.

    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 165,524 shares
    Change vs previous 13F -104,947 shares

    0.07% of the 13F portfolio, value $7,433,670.

    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 270,471 shares
    Change vs previous 13F -1,410 shares

    0.12% of the 13F portfolio, value $11,154,245.

    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 271,881 shares
    Change vs previous 13F -9,503 shares

    0.12% of the 13F portfolio, value $11,408,106.

    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 281,384 shares
    Change vs previous 13F -14,492 shares

    0.13% of the 13F portfolio, value $11,283,522.

    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 295,876 shares
    Change vs previous 13F -45,906 shares

    0.12% of the 13F portfolio, value $9,589,368.

    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 341,782 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,710,869.

    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).