Skip to content

Orion Portfolio Solutions, LLC: CMI position timeline

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

Orion Portfolio Solutions, LLC held 9,885 CMI 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 9,885 shares
    Change vs previous 13F +324 shares

    0.03% of the 13F portfolio, value $3,098,589.

    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 9,561 shares
    Change vs previous 13F -1,187 shares

    0.03% of the 13F portfolio, value $3,333,213.

    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 10,748 shares
    Change vs previous 13F +770 shares

    0.03% of the 13F portfolio, value $3,480,229.

    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 9,978 shares
    Change vs previous 13F -2,895 shares

    0.03% of the 13F portfolio, value $2,763,150.

    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 12,873 shares
    Change vs previous 13F -3,367 shares

    0.04% of the 13F portfolio, value $3,793,112.

    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 16,240 shares
    Change vs previous 13F -1,141 shares

    0.05% of the 13F portfolio, value $3,916,761.

    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 17,381 shares
    Change vs previous 13F -1,643 shares

    0.05% of the 13F portfolio, value $3,970,904.

    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 19,024 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,664,067.

    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).