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Disclosery

Allworth Financial LP: ORCL position timeline

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

Allworth Financial LP held 330,446 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,446 shares
    Change vs previous 13F -5,060 shares

    0.21% of the 13F portfolio, value $48,426,915.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 335,506 shares
    Change vs previous 13F -5,379 shares

    0.2% of the 13F portfolio, value $49,356,331.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 340,885 shares
    Change vs previous 13F +20,096 shares

    0.27% of the 13F portfolio, value $66,441,811.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 320,789 shares
    Change vs previous 13F +3,465 shares

    0.4% of the 13F portfolio, value $90,218,819.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 317,324 shares
    Change vs previous 13F +106,615 shares

    0.33% of the 13F portfolio, value $69,376,441.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 210,709 shares
    Change vs previous 13F +16,869 shares

    0.16% of the 13F portfolio, value $28,974,574.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 193,840 shares
    Change vs previous 13F +105,280 shares

    0.2% of the 13F portfolio, value $35,709,149.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 88,560 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $15,090,679.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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