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Orion Portfolio Solutions, LLC: CWAN position timeline

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

Orion Portfolio Solutions, LLC held 14,674 CWAN 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 14,674 shares
    Change vs previous 13F -884 shares

    <0.01% of the 13F portfolio, value $393,263.

    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 15,558 shares
    Change vs previous 13F +1,847 shares

    <0.01% of the 13F portfolio, value $428,156.

    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 13,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,203.

    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).