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Orion Portfolio Solutions, LLC: CMCO position timeline

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

Orion Portfolio Solutions, LLC held 22,118 CMCO 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 22,118 shares
    Change vs previous 13F -41,018 shares

    <0.01% of the 13F portfolio, value $374,464.

    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 63,136 shares
    Change vs previous 13F -2,551 shares

    0.02% of the 13F portfolio, value $2,351,168.

    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 65,687 shares
    Change vs previous 13F -3,728 shares

    0.02% of the 13F portfolio, value $2,364,722.

    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 69,415 shares
    Change vs previous 13F +9,176 shares

    0.03% of the 13F portfolio, value $2,397,578.

    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 60,239 shares
    Change vs previous 13F +2,042 shares

    0.03% of the 13F portfolio, value $2,688,484.

    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 58,197 shares
    Change vs previous 13F -3,960 shares

    0.03% of the 13F portfolio, value $2,187,634.

    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 62,157 shares
    Change vs previous 13F -2,439 shares

    0.03% of the 13F portfolio, value $2,169,903.

    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 64,596 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,625,822.

    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).