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Orion Portfolio Solutions, LLC: CR position timeline

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

Orion Portfolio Solutions, LLC held 3,782 CR 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 3,782 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $579,330.

    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 3,687 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $559,504.

    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 3,894 shares
    Change vs previous 13F -999 shares

    0.01% of the 13F portfolio, value $616,342.

    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 4,893 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $709,387.

    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 4,989 shares
    Change vs previous 13F -404 shares

    0.01% of the 13F portfolio, value $674,164.

    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 5,393 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $617,930.

    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 5,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,438.

    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).