Skip to content
Disclosery

Orion Porfolio Solutions, LLC: CWBC position timeline

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

Orion Porfolio Solutions, LLC held 43,256 CWBC 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 43,256 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $1,161,868.

    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 41,915 shares
    Change vs previous 13F -1,287 shares

    0.01% of the 13F portfolio, value $976,616.

    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 43,202 shares
    Change vs previous 13F +15,188 shares

    0.01% of the 13F portfolio, value $972,049.

    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 28,014 shares
    Change vs previous 13F -307 shares

    <0.01% of the 13F portfolio, value $583,806.

    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 28,321 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $552,548.

    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 27,210 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $502,839.

    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 27,510 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $532,866.

    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 27,626 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $532,077.

    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).