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Orion Portfolio Solutions, LLC: CCC position timeline

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

Orion Portfolio Solutions, LLC held 177,651 CCC 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 177,651 shares
    Change vs previous 13F +7,856 shares

    0.02% of the 13F portfolio, value $1,604,189.

    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 169,795 shares
    Change vs previous 13F +4,429 shares

    0.02% of the 13F portfolio, value $1,991,696.

    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 165,366 shares
    Change vs previous 13F -10,806 shares

    0.02% of the 13F portfolio, value $1,827,294.

    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 176,172 shares
    Change vs previous 13F -13,885 shares

    0.02% of the 13F portfolio, value $1,957,271.

    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 190,057 shares
    Change vs previous 13F +40,969 shares

    0.02% of the 13F portfolio, value $2,273,081.

    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 149,088 shares
    Change vs previous 13F +38,786 shares

    0.02% of the 13F portfolio, value $1,628,041.

    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 110,302 shares
    Change vs previous 13F +98,955 shares

    0.02% of the 13F portfolio, value $1,472,532.

    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 11,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,200.

    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).