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Orion Portfolio Solutions, LLC: CMDT position timeline

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

Orion Portfolio Solutions, LLC held 18,785 CMDT 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 18,785 shares
    Change vs previous 13F -511,599 shares

    <0.01% of the 13F portfolio, value $502,879.

    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 530,384 shares
    Change vs previous 13F +2,684 shares

    0.13% of the 13F portfolio, value $13,386,890.

    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 527,700 shares
    Change vs previous 13F +5,661 shares

    0.14% of the 13F portfolio, value $14,105,408.

    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 522,039 shares
    Change vs previous 13F -10,336 shares

    0.15% of the 13F portfolio, value $14,221,287.

    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 532,375 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,453,989.

    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).