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Disclosery

Annex Advisory Services, LLC: ORCL position timeline

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

Annex Advisory Services, LLC held 16,140 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,140 shares
    Change vs previous 13F -5,699 shares

    0.04% of the 13F portfolio, value $2,365,377.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 21,839 shares
    Change vs previous 13F -229,741 shares

    0.06% of the 13F portfolio, value $3,212,720.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 251,580 shares
    Change vs previous 13F +44,589 shares

    0.94% of the 13F portfolio, value $49,035,438.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 206,991 shares
    Change vs previous 13F -44,624 shares

    1.24% of the 13F portfolio, value $58,214,096.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 251,615 shares
    Change vs previous 13F +30,929 shares

    1.32% of the 13F portfolio, value $55,010,642.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 220,686 shares
    Change vs previous 13F +26,697 shares

    0.87% of the 13F portfolio, value $30,854,153.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 193,989 shares
    Change vs previous 13F +13,652 shares

    0.97% of the 13F portfolio, value $32,326,279.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 180,337 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $30,729,465.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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