Skip to content
Disclosery

Orion Porfolio Solutions, LLC: CTA position timeline

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

Orion Porfolio Solutions, LLC held 418,318 CTA 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 418,318 shares
    Change vs previous 13F -5,502 shares

    0.08% of the 13F portfolio, value $10,851,169.

    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 423,820 shares
    Change vs previous 13F -99,565 shares

    0.11% of the 13F portfolio, value $12,807,851.

    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 523,385 shares
    Change vs previous 13F -2,758 shares

    0.1% of the 13F portfolio, value $14,267,457.

    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 526,143 shares
    Change vs previous 13F -5,021 shares

    0.11% of the 13F portfolio, value $14,716,207.

    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 531,164 shares
    Change vs previous 13F +107,953 shares

    0.12% of the 13F portfolio, value $14,203,321.

    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 423,211 shares
    Change vs previous 13F -30,465 shares

    0.12% of the 13F portfolio, value $12,527,033.

    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 453,676 shares
    Change vs previous 13F -20,681 shares

    0.13% of the 13F portfolio, value $12,653,014.

    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 474,357 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,333,273.

    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).