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Disclosery

Aureus Asset Management, LLC: ORCL position timeline

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

Aureus Asset Management, LLC held 146,220 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,220 shares
    Change vs previous 13F +4,965 shares

    1.3% of the 13F portfolio, value $21,428,681.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 141,255 shares
    Change vs previous 13F +60,084 shares

    1.38% of the 13F portfolio, value $20,779,975.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 81,171 shares
    Change vs previous 13F -71,633 shares

    1.01% of the 13F portfolio, value $15,821,097.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 152,804 shares
    Change vs previous 13F +88,602 shares

    2.8% of the 13F portfolio, value $42,974,611.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 64,202 shares
    Change vs previous 13F +601 shares

    0.9% of the 13F portfolio, value $14,036,434.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 63,601 shares
    Change vs previous 13F -47 shares

    0.62% of the 13F portfolio, value $8,892,090.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 63,648 shares
    Change vs previous 13F +2,188 shares

    0.69% of the 13F portfolio, value $10,606,295.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 61,460 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,472,725.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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