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Orion Porfolio Solutions, LLC: CSGP position timeline

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

Orion Porfolio Solutions, LLC held 84,695 CSGP 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 84,695 shares
    Change vs previous 13F +36,249 shares

    0.02% of the 13F portfolio, value $2,398,562.

    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 48,446 shares
    Change vs previous 13F +23,725 shares

    0.02% of the 13F portfolio, value $1,954,312.

    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 24,721 shares
    Change vs previous 13F -9,168 shares

    0.01% of the 13F portfolio, value $1,662,240.

    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 33,889 shares
    Change vs previous 13F -1,153 shares

    0.02% of the 13F portfolio, value $2,859,236.

    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 35,042 shares
    Change vs previous 13F -5,015 shares

    0.02% of the 13F portfolio, value $2,817,377.

    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 40,057 shares
    Change vs previous 13F +6,206 shares

    0.03% of the 13F portfolio, value $3,173,716.

    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 33,851 shares
    Change vs previous 13F +14,714 shares

    0.02% of the 13F portfolio, value $2,423,393.

    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 19,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,443,695.

    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).