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Orion Porfolio Solutions, LLC: COWZ position timeline

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

Orion Porfolio Solutions, LLC held 547,789 COWZ 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 547,789 shares
    Change vs previous 13F -247,514 shares

    0.26% of the 13F portfolio, value $34,072,468.

    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 795,303 shares
    Change vs previous 13F -7,511 shares

    0.42% of the 13F portfolio, value $49,754,149.

    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 802,814 shares
    Change vs previous 13F +180,690 shares

    0.35% of the 13F portfolio, value $48,305,297.

    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 622,124 shares
    Change vs previous 13F -28,914 shares

    0.28% of the 13F portfolio, value $35,753,453.

    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 651,038 shares
    Change vs previous 13F -10,082 shares

    0.31% of the 13F portfolio, value $35,872,234.

    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 661,120 shares
    Change vs previous 13F -263,506 shares

    0.35% of the 13F portfolio, value $36,202,944.

    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 924,626 shares
    Change vs previous 13F -68,099 shares

    0.52% of the 13F portfolio, value $52,222,910.

    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 992,725 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $57,409,296.

    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).