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Orion Portfolio Solutions, LLC: CRC position timeline

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

Orion Portfolio Solutions, LLC held 7,143 CRC 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 7,143 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $314,064.

    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 6,689 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $347,097.

    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 6,931 shares
    Change vs previous 13F -3,952 shares

    <0.01% of the 13F portfolio, value $363,688.

    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 10,883 shares
    Change vs previous 13F -2,202 shares

    0.01% of the 13F portfolio, value $579,185.

    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 13,085 shares
    Change vs previous 13F +2,182 shares

    0.01% of the 13F portfolio, value $720,998.

    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 10,903 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $567,481.

    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 10,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $615,494.

    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).