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Orion Porfolio Solutions, LLC: CMS position timeline

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

Orion Porfolio Solutions, LLC held 39,229 CMS 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 39,229 shares
    Change vs previous 13F +973 shares

    0.02% of the 13F portfolio, value $3,001,088.

    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 38,256 shares
    Change vs previous 13F -2,645 shares

    0.03% of the 13F portfolio, value $2,967,879.

    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 40,901 shares
    Change vs previous 13F -5,091 shares

    0.02% of the 13F portfolio, value $2,860,186.

    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 45,992 shares
    Change vs previous 13F -1,585 shares

    0.03% of the 13F portfolio, value $3,369,395.

    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 47,577 shares
    Change vs previous 13F +10,212 shares

    0.03% of the 13F portfolio, value $3,296,168.

    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 37,365 shares
    Change vs previous 13F +3,374 shares

    0.03% of the 13F portfolio, value $2,806,494.

    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 33,991 shares
    Change vs previous 13F +6,451 shares

    0.02% of the 13F portfolio, value $2,265,496.

    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 27,540 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,945,116.

    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).