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Disclosery

ADVISORY RESEARCH INC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on ORCL, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 11,821 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,821 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $1,732,368.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 11,971 shares
    Change vs previous 13F -942 shares

    0.22% of the 13F portfolio, value $1,761,054.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 12,913 shares
    Change vs previous 13F +237 shares

    0.32% of the 13F portfolio, value $2,516,873.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 12,676 shares
    Change vs previous 13F +633 shares

    0.47% of the 13F portfolio, value $3,564,998.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 12,043 shares
    Change vs previous 13F +3,966 shares

    0.4% of the 13F portfolio, value $2,632,961.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 8,077 shares
    Change vs previous 13F +265 shares

    0.2% of the 13F portfolio, value $1,129,245.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 7,812 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,301,792.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 7,812 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,331,165.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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