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Orion Portfolio Solutions, LLC: CTA position timeline

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

Orion Portfolio Solutions, LLC held 423,211 CTA 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 423,211 shares
    Change vs previous 13F -30,465 shares

    0.12% of the 13F portfolio, value $12,527,033.

    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 453,676 shares
    Change vs previous 13F -20,681 shares

    0.13% of the 13F portfolio, value $12,653,014.

    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 474,357 shares
    Change vs previous 13F -13,459 shares

    0.12% of the 13F portfolio, value $12,333,273.

    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 487,816 shares
    Change vs previous 13F -32,159 shares

    0.14% of the 13F portfolio, value $13,132,020.

    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 519,975 shares
    Change vs previous 13F -57,650 shares

    0.14% of the 13F portfolio, value $12,973,372.

    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 577,625 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,868,771.

    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).