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Orion Porfolio Solutions, LLC: CMDT position timeline

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

Orion Porfolio Solutions, LLC held 47,262 CMDT 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 47,262 shares
    Change vs previous 13F +32,875 shares

    0.01% of the 13F portfolio, value $1,449,529.

    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 14,387 shares
    Change vs previous 13F -12,308 shares

    <0.01% of the 13F portfolio, value $464,280.

    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 26,695 shares
    Change vs previous 13F +11,993 shares

    0.01% of the 13F portfolio, value $736,504.

    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 14,702 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $402,832.

    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 15,482 shares
    Change vs previous 13F -3,303 shares

    <0.01% of the 13F portfolio, value $399,906.

    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 18,785 shares
    Change vs previous 13F -511,599 shares

    <0.01% of the 13F portfolio, value $502,879.

    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 530,384 shares
    Change vs previous 13F +2,684 shares

    0.13% of the 13F portfolio, value $13,386,890.

    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 527,700 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,105,408.

    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).