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Birch Capital Management, LLC: ORCL position timeline

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

Birch Capital Management, LLC held 3,707 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,707 shares
    Change vs previous 13F -589 shares

    0.27% of the 13F portfolio, value $543,261.

    13F-HR 0001799859-26-000003 filed by Birch Capital 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 4,296 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $631,985.

    13F-HR 0001799859-26-000002 filed by Birch Capital 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 4,296 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $837,333.

    13F-HR 0001799859-26-000001 filed by Birch Capital 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 4,296 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,208,207.

    13F-HR 0001799859-25-000006 filed by Birch Capital 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 4,296 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $939,234.

    13F-HR 0001799859-25-000004 filed by Birch Capital 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 4,296 shares
    Change vs previous 13F -479 shares

    0.31% of the 13F portfolio, value $600,624.

    13F-HR 0001799859-25-000003 filed by Birch Capital 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 4,775 shares
    Change vs previous 13F -962 shares

    0.4% of the 13F portfolio, value $795,706.

    13F-HR 0001799859-25-000001 filed by Birch Capital 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 5,737 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $977,585.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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