Skip to content

Orion Portfolio Solutions, LLC: CSTL position timeline

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

Orion Portfolio Solutions, LLC held 78,409 CSTL 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 78,409 shares
    Change vs previous 13F +10,093 shares

    0.02% of the 13F portfolio, value $1,569,748.

    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 68,316 shares
    Change vs previous 13F -4,089 shares

    0.02% of the 13F portfolio, value $1,820,621.

    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 72,405 shares
    Change vs previous 13F +10,324 shares

    0.02% of the 13F portfolio, value $2,064,991.

    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 62,081 shares
    Change vs previous 13F -5,156 shares

    0.01% of the 13F portfolio, value $1,351,503.

    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 67,237 shares
    Change vs previous 13F -2,496 shares

    0.02% of the 13F portfolio, value $1,489,300.

    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 69,733 shares
    Change vs previous 13F -4,294 shares

    0.02% of the 13F portfolio, value $1,525,068.

    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 74,027 shares
    Change vs previous 13F -3,523 shares

    0.02% of the 13F portfolio, value $1,250,316.

    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 77,550 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,063,986.

    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).