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Orion Portfolio Solutions, LLC: CMDY position timeline

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

Orion Portfolio Solutions, LLC held 7,001 CMDY 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 7,001 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $363,282.

    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 7,225 shares
    Change vs previous 13F +647 shares

    <0.01% of the 13F portfolio, value $343,737.

    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 6,578 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $327,964.

    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 6,768 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $334,240.

    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 7,226 shares
    Change vs previous 13F -1,297 shares

    <0.01% of the 13F portfolio, value $346,487.

    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 8,523 shares
    Change vs previous 13F -17,873 shares

    <0.01% of the 13F portfolio, value $396,809.

    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 26,396 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $1,359,658.

    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 25,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,284,314.

    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).