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Disclosery

Belpointe Asset Management LLC: ORCL position timeline

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

Belpointe Asset Management LLC held 23,481 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,481 shares
    Change vs previous 13F +372 shares

    0.11% of the 13F portfolio, value $3,441,199.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 23,109 shares
    Change vs previous 13F +6,559 shares

    0.12% of the 13F portfolio, value $3,399,676.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 16,550 shares
    Change vs previous 13F -7,443 shares

    0.12% of the 13F portfolio, value $3,225,961.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 23,993 shares
    Change vs previous 13F -5,327 shares

    0.26% of the 13F portfolio, value $6,748,249.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 29,320 shares
    Change vs previous 13F -1,853 shares

    0.27% of the 13F portfolio, value $6,410,500.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 31,173 shares
    Change vs previous 13F -4,734 shares

    0.23% of the 13F portfolio, value $4,358,492.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 35,907 shares
    Change vs previous 13F +3,643 shares

    0.31% of the 13F portfolio, value $5,073,307.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 32,264 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,497,794.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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