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Orion Porfolio Solutions, LLC: CGGR position timeline

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

Orion Porfolio Solutions, LLC held 247,507 CGGR 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 247,507 shares
    Change vs previous 13F +14,211 shares

    0.09% of the 13F portfolio, value $11,682,326.

    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 233,296 shares
    Change vs previous 13F +21,102 shares

    0.08% of the 13F portfolio, value $9,376,163.

    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 212,194 shares
    Change vs previous 13F +29,073 shares

    0.07% of the 13F portfolio, value $9,436,251.

    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 183,121 shares
    Change vs previous 13F +27,836 shares

    0.06% of the 13F portfolio, value $8,042,682.

    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 155,285 shares
    Change vs previous 13F +45,729 shares

    0.05% of the 13F portfolio, value $6,312,342.

    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 109,556 shares
    Change vs previous 13F +22,445 shares

    0.04% of the 13F portfolio, value $3,752,298.

    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 87,111 shares
    Change vs previous 13F +31,105 shares

    0.03% of the 13F portfolio, value $3,237,931.

    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 56,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,948,433.

    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).