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Beacon Pointe Advisors, LLC: ORCL position timeline

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

Beacon Pointe Advisors, LLC held 159,979 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,979 shares
    Change vs previous 13F -5,929 shares

    0.11% of the 13F portfolio, value $23,444,964.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 165,908 shares
    Change vs previous 13F +5,710 shares

    0.13% of the 13F portfolio, value $24,406,727.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 160,198 shares
    Change vs previous 13F -3,688 shares

    0.22% of the 13F portfolio, value $31,224,161.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 163,886 shares
    Change vs previous 13F +6,136 shares

    0.39% of the 13F portfolio, value $46,091,378.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 157,750 shares
    Change vs previous 13F -29,264 shares

    0.36% of the 13F portfolio, value $34,488,919.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 187,014 shares
    Change vs previous 13F +37,361 shares

    0.29% of the 13F portfolio, value $26,146,387.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 149,653 shares
    Change vs previous 13F -6,491 shares

    0.28% of the 13F portfolio, value $24,938,096.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 156,144 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $26,607,017.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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