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BOS Asset Management, LLC: ORCL position timeline

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

BOS Asset Management, LLC held 7,633 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,633 shares
    Change vs previous 13F -344 shares

    0.24% of the 13F portfolio, value $1,048,011.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,977 shares
    Change vs previous 13F -218 shares

    0.27% of the 13F portfolio, value $1,169,029.

    13F-HR 0001965814-26-000003 filed by BOS 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 ended2026-03-31
    13F 8,195 shares
    Change vs previous 13F +6,118 shares

    0.31% of the 13F portfolio, value $1,205,566.

    13F-HR 0001965814-26-000002 filed by BOS 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 ended2025-12-31
    13F 2,077 shares
    Change vs previous 13F +335 shares

    0.11% of the 13F portfolio, value $404,828.

    13F-HR 0001965814-26-000001 filed by BOS 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 ended2025-09-30
    13F 1,742 shares
    Change vs previous 13F +390 shares

    0.14% of the 13F portfolio, value $489,920.

    13F-HR 0001965814-25-000009 filed by BOS 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 ended2025-06-30
    13F 1,352 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $295,588.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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