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Advisors Asset Management, Inc.: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ORCL, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 94,883 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,883 shares
    Change vs previous 13F -23,485 shares

    0.21% of the 13F portfolio, value $13,905,104.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 118,368 shares
    Change vs previous 13F -9,970 shares

    0.29% of the 13F portfolio, value $17,413,116.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 128,338 shares
    Change vs previous 13F -21 shares

    0.42% of the 13F portfolio, value $25,014,360.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 128,359 shares
    Change vs previous 13F -5,111 shares

    0.61% of the 13F portfolio, value $36,099,685.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 133,470 shares
    Change vs previous 13F +10,827 shares

    0.52% of the 13F portfolio, value $29,180,546.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 122,643 shares
    Change vs previous 13F +11,946 shares

    0.32% of the 13F portfolio, value $17,146,718.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 110,697 shares
    Change vs previous 13F -243 shares

    0.34% of the 13F portfolio, value $18,446,548.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 110,940 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $18,904,176.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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