Orion Portfolio Solutions, LLC: CUZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on CUZ, newest first. How the timeline and the estimate are built.
Orion Portfolio Solutions, LLC held 43,834 CUZ shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F/A 43,834 sharesChange vs previous 13F +2,418 shares
0.01% of the 13F portfolio, value $1,293,082.
13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,416 sharesChange vs previous 13F +8,141 shares
0.01% of the 13F portfolio, value $1,268,980.
13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,275 sharesChange vs previous 13F +21,066 shares
0.01% of the 13F portfolio, value $980,958.
13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 12,209 sharesChange vs previous 13F -726 shares
<0.01% of the 13F portfolio, value $282,638.
13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 12,935 sharesChange vs previous 13F +1,087 shares
<0.01% of the 13F portfolio, value $310,957.
13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 11,848 sharesChange vs previous 13F -1,116 shares
<0.01% of the 13F portfolio, value $290,631.
13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 12,964 sharesChange vs previous 13F -1,252 shares
<0.01% of the 13F portfolio, value $264,077.
13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 14,216 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $324,117.
13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).