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Orion Portfolio Solutions, LLC: CSGP position timeline

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

Orion Portfolio Solutions, LLC held 40,057 CSGP 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 40,057 shares
    Change vs previous 13F +6,206 shares

    0.03% of the 13F portfolio, value $3,173,716.

    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 33,851 shares
    Change vs previous 13F +14,714 shares

    0.02% of the 13F portfolio, value $2,423,393.

    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 19,137 shares
    Change vs previous 13F -3,860 shares

    0.01% of the 13F portfolio, value $1,443,695.

    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 22,997 shares
    Change vs previous 13F -398 shares

    0.02% of the 13F portfolio, value $1,704,997.

    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 23,395 shares
    Change vs previous 13F -3,544 shares

    0.02% of the 13F portfolio, value $2,259,957.

    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 26,939 shares
    Change vs previous 13F +6,649 shares

    0.03% of the 13F portfolio, value $2,233,243.

    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 20,290 shares
    Change vs previous 13F -4,217 shares

    0.02% of the 13F portfolio, value $1,560,098.

    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 24,507 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,181,123.

    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).