Orion Porfolio Solutions, LLC: CGMM position timeline

Orion Porfolio Solutions, LLC held 282,307 CGMM 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 282,307 shares

   Change vs previous 13F +16,933 shares

   0.07% of the 13F portfolio, value $9,307,646.

   13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 265,374 shares

   Change vs previous 13F +29,762 shares

   0.07% of the 13F portfolio, value $7,791,366.

   13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 235,612 shares

   Change vs previous 13F +18,697 shares

   0.05% of the 13F portfolio, value $6,795,041.

   13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 216,915 shares

   Change vs previous 13F +185,264 shares

   0.05% of the 13F portfolio, value $6,158,217.

   13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 31,651 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $850,779.

   13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).