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Disclosery

Callan Capital, LLC: ORCL position timeline

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

Callan Capital, LLC held 22,024 ORCL shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,024 shares
    Change vs previous 13F +89 shares

    0.23% of the 13F portfolio, value $3,079,175.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 21,935 shares
    Change vs previous 13F +19 shares

    0.27% of the 13F portfolio, value $3,655,248.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 21,916 shares
    Change vs previous 13F +636 shares

    0.26% of the 13F portfolio, value $3,734,486.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 21,280 shares
    Change vs previous 13F +253 shares

    0.25% of the 13F portfolio, value $3,004,736.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 21,027 shares
    Change vs previous 13F +703 shares

    0.23% of the 13F portfolio, value $2,641,201.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,324 shares
    Change vs previous 13F -6,852 shares

    0.2% of the 13F portfolio, value $2,142,759.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 27,176 shares
    Change vs previous 13F +1,157 shares

    0.31% of the 13F portfolio, value $2,878,482.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 26,019 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,098,603.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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