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Orion Porfolio Solutions, LLC: CHCT position timeline

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

Orion Porfolio Solutions, LLC held 57,169 CHCT 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 57,169 shares
    Change vs previous 13F +1,981 shares

    0.01% of the 13F portfolio, value $1,045,057.

    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 55,188 shares
    Change vs previous 13F +957 shares

    0.01% of the 13F portfolio, value $876,941.

    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 54,231 shares
    Change vs previous 13F +15,511 shares

    0.01% of the 13F portfolio, value $890,469.

    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 38,720 shares
    Change vs previous 13F +359 shares

    <0.01% of the 13F portfolio, value $592,416.

    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 38,361 shares
    Change vs previous 13F +1,640 shares

    0.01% of the 13F portfolio, value $637,943.

    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 36,721 shares
    Change vs previous 13F +13,421 shares

    0.01% of the 13F portfolio, value $666,858.

    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 23,300 shares
    Change vs previous 13F -3,070 shares

    <0.01% of the 13F portfolio, value $447,586.

    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 26,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $478,624.

    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).