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Orion Porfolio Solutions, LLC: CGUS position timeline

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

Orion Porfolio Solutions, LLC held 482,137 CGUS 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 482,137 shares
    Change vs previous 13F +17,064 shares

    0.16% of the 13F portfolio, value $21,445,440.

    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 465,073 shares
    Change vs previous 13F +22,884 shares

    0.15% of the 13F portfolio, value $17,868,088.

    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 442,189 shares
    Change vs previous 13F +31,362 shares

    0.13% of the 13F portfolio, value $17,789,251.

    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 410,827 shares
    Change vs previous 13F -412 shares

    0.13% of the 13F portfolio, value $16,244,109.

    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 411,239 shares
    Change vs previous 13F +8,028 shares

    0.13% of the 13F portfolio, value $15,187,079.

    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 403,211 shares
    Change vs previous 13F +46,340 shares

    0.13% of the 13F portfolio, value $13,467,235.

    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 356,871 shares
    Change vs previous 13F +25,786 shares

    0.12% of the 13F portfolio, value $12,479,785.

    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 331,085 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,349,595.

    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).