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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

  1. period ended2025-03-31
    13F/A 22,798 shares
    Change 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), ingested

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

  2. period ended2024-12-31
    13F 21,137 shares
    Change 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), ingested

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

  3. period ended2024-09-30
    13F 21,215 shares
    Change 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), ingested

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

  4. period ended2024-06-30
    13F 11,821 shares
    Change 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), ingested

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

  5. period ended2024-03-31
    13F 12,875 shares
    Change 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), ingested

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

  6. period ended2023-12-31
    13F 10,195 shares
    Change 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), ingested

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

  7. period ended2023-09-30
    13F 10,935 shares
    Change 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), ingested

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

  8. period ended2023-06-30
    13F/A 11,979 shares
    Change 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), ingested

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