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Altrius Capital Management Inc: ORCL position timeline

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

Altrius Capital Management Inc held 6,358 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 6,358 shares
    Change vs previous 13F -64 shares

    0.18% of the 13F portfolio, value $931,826.

    13F-HR 0001940646-26-000007 filed by Altrius Capital 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 6,422 shares
    Change vs previous 13F +111 shares

    0.19% of the 13F portfolio, value $944,778.

    13F-HR 0001940646-26-000004 filed by Altrius Capital 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 6,311 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $1,230,096.

    13F-HR 0001940646-26-000001 filed by Altrius Capital 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 6,303 shares
    Change vs previous 13F +26 shares

    0.4% of the 13F portfolio, value $1,772,655.

    13F-HR 0001940646-25-000010 filed by Altrius Capital 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 6,277 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,372,340.

    13F-HR 0001940646-25-000008 filed by Altrius Capital 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 6,277 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $877,587.

    13F-HR 0001940646-25-000007 filed by Altrius Capital 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 6,277 shares
    Change vs previous 13F -74 shares

    0.28% of the 13F portfolio, value $1,045,999.

    13F-HR 0001940646-25-000002 filed by Altrius Capital 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 6,351 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,082,210.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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