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
- period ended2025-03-3113F/A 37,365 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,991 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,540 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 24,193 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 23,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 20,607 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 20,415 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 15,556 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).