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Boltwood Capital Management: ORCL position timeline

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

Boltwood Capital Management held 10,435 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,435 shares
    Change vs previous 13F +50 shares

    0.32% of the 13F portfolio, value $1,432,726.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,385 shares
    Change vs previous 13F +190 shares

    0.35% of the 13F portfolio, value $1,521,922.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,195 shares
    Change vs previous 13F +264 shares

    0.38% of the 13F portfolio, value $1,499,786.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,931 shares
    Change vs previous 13F -94 shares

    0.5% of the 13F portfolio, value $1,935,651.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,025 shares
    Change vs previous 13F +76 shares

    0.75% of the 13F portfolio, value $2,819,431.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,949 shares
    Change vs previous 13F -421 shares

    0.62% of the 13F portfolio, value $2,175,150.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,370 shares
    Change vs previous 13F -632 shares

    0.44% of the 13F portfolio, value $1,449,830.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,002 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,833,373.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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