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Orion Porfolio Solutions, LLC: CDX position timeline

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

Orion Porfolio Solutions, LLC held 373,393 CDX 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 373,393 shares
    Change vs previous 13F +39,946 shares

    0.06% of the 13F portfolio, value $7,886,056.

    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 333,447 shares
    Change vs previous 13F +14,927 shares

    0.06% of the 13F portfolio, value $7,115,779.

    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 318,520 shares
    Change vs previous 13F +295,869 shares

    0.05% of the 13F portfolio, value $7,093,441.

    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 22,651 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $518,945.

    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 22,188 shares
    Change vs previous 13F -10,208 shares

    <0.01% of the 13F portfolio, value $517,425.

    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 32,396 shares
    Change vs previous 13F +9,052 shares

    0.01% of the 13F portfolio, value $743,163.

    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 23,344 shares
    Change vs previous 13F -14,355 shares

    0.01% of the 13F portfolio, value $509,141.

    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 37,699 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $894,843.

    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).