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Orion Porfolio Solutions, LLC: CGSM position timeline

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

Orion Porfolio Solutions, LLC held 139,299 CGSM 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 139,299 shares
    Change vs previous 13F +16,023 shares

    0.03% of the 13F portfolio, value $3,675,397.

    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 123,276 shares
    Change vs previous 13F -453 shares

    0.03% of the 13F portfolio, value $3,239,682.

    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 123,729 shares
    Change vs previous 13F +5,141 shares

    0.02% of the 13F portfolio, value $3,259,023.

    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 118,588 shares
    Change vs previous 13F +29,425 shares

    0.02% of the 13F portfolio, value $3,125,974.

    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 89,163 shares
    Change vs previous 13F +1,325 shares

    0.02% of the 13F portfolio, value $2,325,371.

    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 87,838 shares
    Change vs previous 13F +4,778 shares

    0.02% of the 13F portfolio, value $2,284,663.

    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 83,060 shares
    Change vs previous 13F +9,065 shares

    0.02% of the 13F portfolio, value $2,157,069.

    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 73,995 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,943,097.

    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).