Skip to content

Orion Portfolio Solutions, LLC: CLX position timeline

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

Orion Portfolio Solutions, LLC held 24,437 CLX 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 24,437 shares
    Change vs previous 13F -5,839 shares

    0.04% of the 13F portfolio, value $3,598,333.

    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 30,276 shares
    Change vs previous 13F -10,944 shares

    0.05% of the 13F portfolio, value $4,917,261.

    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 41,220 shares
    Change vs previous 13F +1,469 shares

    0.07% of the 13F portfolio, value $6,715,167.

    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 39,751 shares
    Change vs previous 13F +4,043 shares

    0.06% of the 13F portfolio, value $5,424,843.

    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 35,708 shares
    Change vs previous 13F -1,255 shares

    0.06% of the 13F portfolio, value $5,467,194.

    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 36,963 shares
    Change vs previous 13F +10,704 shares

    0.06% of the 13F portfolio, value $5,257,309.

    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 26,259 shares
    Change vs previous 13F +1,418 shares

    0.04% of the 13F portfolio, value $3,441,442.

    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 24,841 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,953,717.

    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).