Orion Porfolio Solutions, LLC
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1360533
OMAHA, NE
Position in BDVG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$201,735
-$32,104 QoQ
Shares Held
14,141
-21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 6 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,735 | 14,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $233,839 | 17,905 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $251,039 | 19,591 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,259 | 19,319 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $237,886 | 19,758 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $248,859 | 21,212 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $264,474 | 23,066 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $273,311 | 23,414 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $287,722 | 26,102 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $353,682 | 31,244 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $186,668 | 17,887 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $199,205 | 20,594 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||