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Orion Porfolio Solutions, LLC: CUBE position timeline

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

Orion Porfolio Solutions, LLC held 78,768 CUBE 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 78,768 shares
    Change vs previous 13F +3,648 shares

    0.02% of the 13F portfolio, value $3,132,598.

    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 75,120 shares
    Change vs previous 13F +8,054 shares

    0.02% of the 13F portfolio, value $2,753,124.

    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 67,066 shares
    Change vs previous 13F -3,868 shares

    0.02% of the 13F portfolio, value $2,417,736.

    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 70,934 shares
    Change vs previous 13F +5,634 shares

    0.02% of the 13F portfolio, value $2,884,180.

    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 65,300 shares
    Change vs previous 13F +16,226 shares

    0.02% of the 13F portfolio, value $2,775,225.

    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 49,074 shares
    Change vs previous 13F -1,460 shares

    0.02% of the 13F portfolio, value $2,095,979.

    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 50,534 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $2,165,369.

    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 50,164 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,700,377.

    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).