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Orion Porfolio Solutions, LLC: JCPB position timeline

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

Orion Porfolio Solutions, LLC held 5,689 JCPB 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 5,689 shares
    Change vs previous 13F -7,164 shares

    <0.01% of the 13F portfolio, value $267,034.

    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 12,853 shares
    Change vs previous 13F -13,891 shares

    0.01% of the 13F portfolio, value $605,112.

    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 26,744 shares
    Change vs previous 13F +4,255 shares

    0.01% of the 13F portfolio, value $1,266,333.

    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 22,489 shares
    Change vs previous 13F -51,678 shares

    0.01% of the 13F portfolio, value $1,069,340.

    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 74,167 shares
    Change vs previous 13F +44,060 shares

    0.03% of the 13F portfolio, value $3,490,288.

    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 30,107 shares
    Change vs previous 13F -5,741 shares

    0.01% of the 13F portfolio, value $1,416,234.

    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 35,848 shares
    Change vs previous 13F +7,327 shares

    0.02% of the 13F portfolio, value $1,651,527.

    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 28,521 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,375,868.

    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).