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Orion Porfolio Solutions, LLC: CGMU position timeline

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

Orion Porfolio Solutions, LLC held 742,297 CGMU 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 742,297 shares
    Change vs previous 13F +55,192 shares

    0.16% of the 13F portfolio, value $20,390,918.

    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 687,105 shares
    Change vs previous 13F +30,527 shares

    0.16% of the 13F portfolio, value $18,654,925.

    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 656,578 shares
    Change vs previous 13F +34,378 shares

    0.13% of the 13F portfolio, value $17,977,098.

    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 622,200 shares
    Change vs previous 13F +87,841 shares

    0.13% of the 13F portfolio, value $16,979,823.

    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 534,359 shares
    Change vs previous 13F +8,426 shares

    0.12% of the 13F portfolio, value $14,262,058.

    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 525,933 shares
    Change vs previous 13F +89,108 shares

    0.14% of the 13F portfolio, value $14,105,532.

    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 436,825 shares
    Change vs previous 13F +23,054 shares

    0.12% of the 13F portfolio, value $11,759,341.

    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 413,771 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,362,152.

    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).