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Orion Porfolio Solutions, LLC: CGIB position timeline

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

Orion Porfolio Solutions, LLC held 496,819 CGIB 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 496,819 shares
    Change vs previous 13F -5,642 shares

    0.1% of the 13F portfolio, value $12,683,800.

    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 502,461 shares
    Change vs previous 13F -22,441 shares

    0.11% of the 13F portfolio, value $12,679,599.

    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 524,902 shares
    Change vs previous 13F -5,907 shares

    0.1% of the 13F portfolio, value $13,311,510.

    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 530,809 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,477,251.

    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).