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Orion Portfolio Solutions, LLC: CAH position timeline

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

Orion Portfolio Solutions, LLC held 53,490 CAH shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 53,490 shares
    Change vs previous 13F +2,489 shares

    0.07% of the 13F portfolio, value $7,369,384.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 51,001 shares
    Change vs previous 13F +5,037 shares

    0.06% of the 13F portfolio, value $6,031,862.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 45,964 shares
    Change vs previous 13F +3,370 shares

    0.05% of the 13F portfolio, value $5,079,991.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 42,594 shares
    Change vs previous 13F +5,527 shares

    0.04% of the 13F portfolio, value $4,187,841.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 37,067 shares
    Change vs previous 13F +3,409 shares

    0.04% of the 13F portfolio, value $4,147,819.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 33,658 shares
    Change vs previous 13F +2,434 shares

    0.04% of the 13F portfolio, value $3,539,799.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 31,224 shares
    Change vs previous 13F +5,014 shares

    0.03% of the 13F portfolio, value $2,710,855.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 26,210 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,478,687.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).