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Orion Porfolio Solutions, LLC: CGHM position timeline

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

Orion Porfolio Solutions, LLC held 764,039 CGHM 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 764,039 shares
    Change vs previous 13F +34,963 shares

    0.15% of the 13F portfolio, value $19,750,413.

    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 729,076 shares
    Change vs previous 13F +33,304 shares

    0.16% of the 13F portfolio, value $18,460,206.

    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 695,772 shares
    Change vs previous 13F +38,647 shares

    0.13% of the 13F portfolio, value $17,728,273.

    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 657,125 shares
    Change vs previous 13F +641,848 shares

    0.13% of the 13F portfolio, value $16,618,683.

    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 15,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,357.

    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).