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Orion Portfolio Solutions, LLC: CME position timeline

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

Orion Portfolio Solutions, LLC held 13,727 CME 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 13,727 shares
    Change vs previous 13F +3,262 shares

    0.04% of the 13F portfolio, value $3,641,654.

    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 10,465 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $2,430,271.

    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 10,392 shares
    Change vs previous 13F -1,556 shares

    0.02% of the 13F portfolio, value $2,293,003.

    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 11,948 shares
    Change vs previous 13F +227 shares

    0.02% of the 13F portfolio, value $2,348,935.

    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 11,721 shares
    Change vs previous 13F -318 shares

    0.03% of the 13F portfolio, value $2,523,362.

    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 12,039 shares
    Change vs previous 13F +2,344 shares

    0.03% of the 13F portfolio, value $2,409,138.

    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 9,695 shares
    Change vs previous 13F -704 shares

    0.02% of the 13F portfolio, value $1,941,151.

    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 10,399 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,926,930.

    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).