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Orion Porfolio Solutions, LLC: CMC position timeline

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

Orion Porfolio Solutions, LLC held 19,578 CMC 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 19,578 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $1,228,513.

    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 19,255 shares
    Change vs previous 13F -3,050 shares

    0.01% of the 13F portfolio, value $1,182,828.

    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 22,305 shares
    Change vs previous 13F -3,887 shares

    0.01% of the 13F portfolio, value $1,543,965.

    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 26,192 shares
    Change vs previous 13F -1,445 shares

    0.01% of the 13F portfolio, value $1,500,267.

    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 27,637 shares
    Change vs previous 13F +470 shares

    0.01% of the 13F portfolio, value $1,351,717.

    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 27,167 shares
    Change vs previous 13F -6,741 shares

    0.01% of the 13F portfolio, value $1,249,960.

    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 33,908 shares
    Change vs previous 13F +1,201 shares

    0.02% of the 13F portfolio, value $1,681,857.

    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 32,707 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,797,573.

    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).