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Agate Pass Investment Management, LLC: ORCL position timeline

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

Agate Pass Investment Management, LLC held 13,410 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,410 shares
    Change vs previous 13F -426 shares

    0.72% of the 13F portfolio, value $1,965,236.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, LLC
    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 13,836 shares
    Change vs previous 13F -18,172 shares

    0.8% of the 13F portfolio, value $2,035,414.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, LLC
    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 32,008 shares
    Change vs previous 13F +276 shares

    2.32% of the 13F portfolio, value $6,238,757.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, LLC
    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 31,732 shares
    Change vs previous 13F -160 shares

    3.4% of the 13F portfolio, value $8,924,368.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, LLC
    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 31,892 shares
    Change vs previous 13F +8,440 shares

    2.86% of the 13F portfolio, value $6,972,549.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, LLC
    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 23,452 shares
    Change vs previous 13F +1,455 shares

    1.4% of the 13F portfolio, value $3,278,786.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, LLC
    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 21,997 shares
    Change vs previous 13F +481 shares

    1.66% of the 13F portfolio, value $3,665,507.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
    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 21,516 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,666,393.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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