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Disclosery

Ballentine Partners, LLC: ORCL position timeline

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

Ballentine Partners, LLC held 31,319 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,319 shares
    Change vs previous 13F +997 shares

    0.06% of the 13F portfolio, value $4,589,800.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 30,322 shares
    Change vs previous 13F -2,011 shares

    0.06% of the 13F portfolio, value $4,460,670.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 32,333 shares
    Change vs previous 13F -788 shares

    0.09% of the 13F portfolio, value $6,302,025.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 33,121 shares
    Change vs previous 13F +1,187 shares

    0.13% of the 13F portfolio, value $9,314,950.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 31,934 shares
    Change vs previous 13F -1,823 shares

    0.11% of the 13F portfolio, value $6,981,731.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 33,757 shares
    Change vs previous 13F +341 shares

    0.08% of the 13F portfolio, value $4,719,566.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 33,416 shares
    Change vs previous 13F +1,493 shares

    0.1% of the 13F portfolio, value $5,568,442.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 31,923 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,439,679.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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