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Orion Porfolio Solutions, LLC: CP position timeline

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

Orion Porfolio Solutions, LLC held 42,959 CP 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 42,959 shares
    Change vs previous 13F -26,237 shares

    0.03% of the 13F portfolio, value $3,722,365.

    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 69,196 shares
    Change vs previous 13F -11,260 shares

    0.05% of the 13F portfolio, value $5,443,012.

    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 80,456 shares
    Change vs previous 13F -40,261 shares

    0.04% of the 13F portfolio, value $5,924,020.

    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 120,717 shares
    Change vs previous 13F -21,880 shares

    0.07% of the 13F portfolio, value $8,992,250.

    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 142,597 shares
    Change vs previous 13F +636 shares

    0.1% of the 13F portfolio, value $11,303,672.

    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 141,961 shares
    Change vs previous 13F -48,495 shares

    0.1% of the 13F portfolio, value $9,967,061.

    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 190,456 shares
    Change vs previous 13F -3,496 shares

    0.14% of the 13F portfolio, value $13,783,306.

    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 193,952 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,590,652.

    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).