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Capital Planning Advisors, LLC: ORCL position timeline

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

Capital Planning Advisors, LLC held 18,458 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,458 shares
    Change vs previous 13F -1,705 shares

    0.39% of the 13F portfolio, value $2,715,356.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 20,163 shares
    Change vs previous 13F -440 shares

    0.53% of the 13F portfolio, value $3,929,970.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 20,603 shares
    Change vs previous 13F -1,260 shares

    0.8% of the 13F portfolio, value $5,794,388.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 21,863 shares
    Change vs previous 13F -187 shares

    0.7% of the 13F portfolio, value $4,779,908.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 22,050 shares
    Change vs previous 13F +3 shares

    0.48% of the 13F portfolio, value $3,082,811.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,047 shares
    Change vs previous 13F -2,028 shares

    0.57% of the 13F portfolio, value $3,673,912.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,075 shares
    Change vs previous 13F -496 shares

    0.62% of the 13F portfolio, value $4,102,380.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,571 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,469,425.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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