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Orion Porfolio Solutions, LLC: CLOI position timeline

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

Orion Porfolio Solutions, LLC held 423,873 CLOI 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 423,873 shares
    Change vs previous 13F -4,596 shares

    0.17% of the 13F portfolio, value $22,444,082.

    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 428,469 shares
    Change vs previous 13F -179,091 shares

    0.19% of the 13F portfolio, value $22,580,305.

    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 607,560 shares
    Change vs previous 13F -16,269 shares

    0.24% of the 13F portfolio, value $32,085,255.

    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 623,829 shares
    Change vs previous 13F -11,974 shares

    0.26% of the 13F portfolio, value $33,125,289.

    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 635,803 shares
    Change vs previous 13F -13,188 shares

    0.29% of the 13F portfolio, value $33,665,728.

    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 648,991 shares
    Change vs previous 13F -14,006 shares

    0.34% of the 13F portfolio, value $34,292,646.

    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 662,997 shares
    Change vs previous 13F -14,306 shares

    0.35% of the 13F portfolio, value $34,986,326.

    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 677,303 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $35,924,145.

    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).