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Orion Porfolio Solutions, LLC: CFG position timeline

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

Orion Porfolio Solutions, LLC held 35,016 CFG 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 35,016 shares
    Change vs previous 13F -6,452 shares

    0.02% of the 13F portfolio, value $2,453,529.

    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 41,468 shares
    Change vs previous 13F -14,941 shares

    0.02% of the 13F portfolio, value $2,486,841.

    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 56,409 shares
    Change vs previous 13F -952 shares

    0.02% of the 13F portfolio, value $3,294,835.

    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 57,361 shares
    Change vs previous 13F +4,167 shares

    0.02% of the 13F portfolio, value $3,049,325.

    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 53,194 shares
    Change vs previous 13F +5,176 shares

    0.02% of the 13F portfolio, value $2,380,437.

    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 48,018 shares
    Change vs previous 13F +6,471 shares

    0.02% of the 13F portfolio, value $1,967,294.

    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 41,547 shares
    Change vs previous 13F +2,561 shares

    0.02% of the 13F portfolio, value $1,818,087.

    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 38,986 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,601,168.

    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).