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Orion Portfolio Solutions, LLC: CCI position timeline

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

Orion Portfolio Solutions, LLC held 61,589 CCI 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 61,589 shares
    Change vs previous 13F -1,600 shares

    0.06% of the 13F portfolio, value $6,419,474.

    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 63,189 shares
    Change vs previous 13F -5,746 shares

    0.06% of the 13F portfolio, value $5,735,065.

    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 68,935 shares
    Change vs previous 13F -3,327 shares

    0.08% of the 13F portfolio, value $8,177,714.

    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 72,262 shares
    Change vs previous 13F -11,429 shares

    0.07% of the 13F portfolio, value $7,059,968.

    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 83,691 shares
    Change vs previous 13F +13,095 shares

    0.09% of the 13F portfolio, value $8,857,034.

    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 70,596 shares
    Change vs previous 13F -6,587 shares

    0.09% of the 13F portfolio, value $8,101,634.

    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 77,183 shares
    Change vs previous 13F -14,701 shares

    0.09% of the 13F portfolio, value $7,103,152.

    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 91,884 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,469,221.

    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).