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Orion Porfolio Solutions, LLC: CGDG position timeline

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

Orion Porfolio Solutions, LLC held 269,282 CGDG 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 269,282 shares
    Change vs previous 13F -6,771 shares

    0.08% of the 13F portfolio, value $10,100,767.

    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 276,053 shares
    Change vs previous 13F +16,629 shares

    0.08% of the 13F portfolio, value $9,910,310.

    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 259,424 shares
    Change vs previous 13F +19,338 shares

    0.07% of the 13F portfolio, value $9,245,881.

    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 240,086 shares
    Change vs previous 13F +101,456 shares

    0.06% of the 13F portfolio, value $8,318,988.

    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 138,630 shares
    Change vs previous 13F +1,142 shares

    0.04% of the 13F portfolio, value $4,662,134.

    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 137,488 shares
    Change vs previous 13F +15,619 shares

    0.04% of the 13F portfolio, value $4,248,384.

    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 121,869 shares
    Change vs previous 13F +13,059 shares

    0.04% of the 13F portfolio, value $3,612,201.

    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 108,810 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,342,643.

    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).