Brendel Financial Advisors LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on ORCL, newest first. How the timeline and the estimate are built.
Brendel Financial Advisors LLC held 3,169 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 3,169 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $464,417.
13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,169 sharesChange vs previous 13F -10 shares
0.23% of the 13F portfolio, value $466,192.
13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,179 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $619,619.
13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,179 sharesChange vs previous 13F +69 shares
0.46% of the 13F portfolio, value $894,062.
13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,110 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $680,000.
13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,110 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $435,000.
13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,110 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $518,000.
13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,110 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $530,000.
13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).