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Orion Portfolio Solutions, LLC: CMS position timeline

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

Orion Portfolio Solutions, LLC held 37,365 CMS 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 37,365 shares
    Change vs previous 13F +3,374 shares

    0.03% of the 13F portfolio, value $2,806,494.

    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 33,991 shares
    Change vs previous 13F +6,451 shares

    0.02% of the 13F portfolio, value $2,265,496.

    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 27,540 shares
    Change vs previous 13F +3,347 shares

    0.02% of the 13F portfolio, value $1,945,116.

    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 24,193 shares
    Change vs previous 13F +1,041 shares

    0.02% of the 13F portfolio, value $1,440,258.

    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 23,152 shares
    Change vs previous 13F +2,545 shares

    0.01% of the 13F portfolio, value $1,396,998.

    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 20,607 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $1,227,578.

    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 20,415 shares
    Change vs previous 13F +4,859 shares

    0.01% of the 13F portfolio, value $1,084,267.

    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 15,556 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $913,915.

    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).