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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

  1. period ended2025-03-31
    13F/A 43,834 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 41,416 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 33,275 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 12,209 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 12,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 11,848 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 12,964 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 14,216 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).