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Orion Portfolio Solutions, LLC: CHTR position timeline

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

Orion Portfolio Solutions, LLC held 2,376 CHTR 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 2,376 shares
    Change vs previous 13F -2,101 shares

    0.01% of the 13F portfolio, value $875,727.

    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 4,477 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $1,534,674.

    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 4,480 shares
    Change vs previous 13F +1,576 shares

    0.01% of the 13F portfolio, value $1,451,966.

    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 2,904 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $868,261.

    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 2,875 shares
    Change vs previous 13F +1,425 shares

    0.01% of the 13F portfolio, value $835,640.

    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 1,450 shares
    Change vs previous 13F -1,968 shares

    0.01% of the 13F portfolio, value $549,465.

    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 3,418 shares
    Change vs previous 13F +2,089 shares

    0.02% of the 13F portfolio, value $1,503,424.

    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 1,329 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,335.

    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).