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Orion Portfolio Solutions, LLC: CMC position timeline

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

Orion Portfolio Solutions, LLC held 27,167 CMC 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 27,167 shares
    Change vs previous 13F -6,741 shares

    0.01% of the 13F portfolio, value $1,249,960.

    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 33,908 shares
    Change vs previous 13F +1,201 shares

    0.02% of the 13F portfolio, value $1,681,857.

    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 32,707 shares
    Change vs previous 13F +419 shares

    0.02% of the 13F portfolio, value $1,797,573.

    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 32,288 shares
    Change vs previous 13F +6,584 shares

    0.02% of the 13F portfolio, value $1,775,528.

    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 25,704 shares
    Change vs previous 13F -1,671 shares

    0.02% of the 13F portfolio, value $1,510,603.

    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 27,375 shares
    Change vs previous 13F -1,025 shares

    0.02% of the 13F portfolio, value $1,418,865.

    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 28,400 shares
    Change vs previous 13F -695 shares

    0.02% of the 13F portfolio, value $1,403,246.

    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 29,095 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,532,131.

    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).