Skip to content
Disclosery

Orion Portfolio Solutions, LLC: CDW position timeline

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

Orion Portfolio Solutions, LLC held 12,618 CDW 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 12,618 shares
    Change vs previous 13F +3,944 shares

    0.02% of the 13F portfolio, value $2,022,169.

    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 8,674 shares
    Change vs previous 13F +927 shares

    0.02% of the 13F portfolio, value $1,509,572.

    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 7,747 shares
    Change vs previous 13F +680 shares

    0.02% of the 13F portfolio, value $1,753,059.

    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 7,067 shares
    Change vs previous 13F +882 shares

    0.02% of the 13F portfolio, value $1,581,796.

    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 6,185 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $1,582,049.

    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 5,808 shares
    Change vs previous 13F +605 shares

    0.01% of the 13F portfolio, value $1,267,304.

    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 5,203 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $1,049,699.

    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 4,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $906,333.

    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).