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Aptus Capital Advisors, LLC: ORCL position timeline

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

Aptus Capital Advisors, LLC held 131,949 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,949 shares
    Change vs previous 13F -431 shares

    0.14% of the 13F portfolio, value $19,337,127.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 132,380 shares
    Change vs previous 13F -19,824 shares

    0.16% of the 13F portfolio, value $19,474,422.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 152,204 shares
    Change vs previous 13F +4,621 shares

    0.25% of the 13F portfolio, value $29,666,082.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 147,583 shares
    Change vs previous 13F -2,827 shares

    0.38% of the 13F portfolio, value $41,506,244.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 150,410 shares
    Change vs previous 13F +69,317 shares

    0.32% of the 13F portfolio, value $32,884,240.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 81,093 shares
    Change vs previous 13F +11,446 shares

    0.13% of the 13F portfolio, value $11,337,637.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 69,647 shares
    Change vs previous 13F +48,635 shares

    0.14% of the 13F portfolio, value $11,605,948.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 21,012 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,580,445.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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