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Orion Porfolio Solutions, LLC: CGCP position timeline

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

Orion Porfolio Solutions, LLC held 135,555 CGCP 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 135,555 shares
    Change vs previous 13F +41,946 shares

    0.02% of the 13F portfolio, value $3,021,533.

    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 93,609 shares
    Change vs previous 13F +9,500 shares

    0.02% of the 13F portfolio, value $2,091,242.

    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 84,109 shares
    Change vs previous 13F +11,430 shares

    0.01% of the 13F portfolio, value $1,904,237.

    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 72,679 shares
    Change vs previous 13F +22,166 shares

    0.01% of the 13F portfolio, value $1,651,276.

    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 50,513 shares
    Change vs previous 13F +16,727 shares

    0.01% of the 13F portfolio, value $1,136,543.

    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 33,786 shares
    Change vs previous 13F +16,916 shares

    0.01% of the 13F portfolio, value $758,496.

    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 16,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,514.

    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).