Orion Portfolio Solutions, LLC: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on CASY, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 22,798 CASY shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 22,798 sharesChange vs previous 13F +1,661 shares
0.1% of the 13F portfolio, value $9,895,274.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,137 sharesChange vs previous 13F -78 shares
0.08% of the 13F portfolio, value $8,374,844.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,215 sharesChange vs previous 13F +9,394 shares
0.08% of the 13F portfolio, value $7,970,859.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 11,821 sharesChange vs previous 13F -1,054 shares
0.05% of the 13F portfolio, value $4,510,497.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 12,875 sharesChange vs previous 13F +2,680 shares
0.04% of the 13F portfolio, value $4,100,165.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 10,195 sharesChange vs previous 13F -740 shares
0.03% of the 13F portfolio, value $2,911,496.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 10,935 sharesChange vs previous 13F -1,044 shares
0.04% of the 13F portfolio, value $2,968,986.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 11,979 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,921,325.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).