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Orion Porfolio Solutions, LLC: CASY position timeline

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

Orion Porfolio Solutions, LLC held 15,953 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,953 shares
    Change vs previous 13F -2,962 shares

    0.1% of the 13F portfolio, value $12,679,432.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio 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 ended2026-03-31
    13F 18,915 shares
    Change vs previous 13F -2,202 shares

    0.12% of the 13F portfolio, value $13,767,235.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio 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 ended2025-12-31
    13F 21,117 shares
    Change vs previous 13F +347 shares

    0.09% of the 13F portfolio, value $11,671,893.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio 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 ended2025-09-30
    13F 20,770 shares
    Change vs previous 13F +149 shares

    0.09% of the 13F portfolio, value $11,741,828.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio 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 ended2025-06-30
    13F/A 20,621 shares
    Change vs previous 13F -2,177 shares

    0.09% of the 13F portfolio, value $10,522,340.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio 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 ended2025-03-31
    13F 22,798 shares
    Change vs previous 13F +1,661 shares

    0.1% of the 13F portfolio, value $9,895,274.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio 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 ended2024-12-31
    13F 21,137 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $8,374,844.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio 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 ended2024-09-30
    13F 21,215 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,970,859.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).