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Orion Porfolio Solutions, LLC: CCB position timeline

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

Orion Porfolio Solutions, LLC held 40,946 CCB 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 40,946 shares
    Change vs previous 13F -2,021 shares

    0.02% of the 13F portfolio, value $3,173,724.

    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 42,967 shares
    Change vs previous 13F -3,242 shares

    0.03% of the 13F portfolio, value $3,269,789.

    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 46,209 shares
    Change vs previous 13F -1,472 shares

    0.04% of the 13F portfolio, value $5,295,089.

    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 47,681 shares
    Change vs previous 13F -15,487 shares

    0.04% of the 13F portfolio, value $5,157,654.

    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 63,168 shares
    Change vs previous 13F +3,337 shares

    0.05% of the 13F portfolio, value $6,119,084.

    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 59,831 shares
    Change vs previous 13F -22,516 shares

    0.05% of the 13F portfolio, value $5,409,321.

    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 82,347 shares
    Change vs previous 13F -2,166 shares

    0.07% of the 13F portfolio, value $6,992,083.

    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 84,513 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,562,857.

    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).