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Disclosery

Capital Planning LLC: ORCL position timeline

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

Capital Planning LLC held 16,010 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 16,010 shares
    Change vs previous 13F -13 shares

    0.58% of the 13F portfolio, value $2,198,173.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,023 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,348,171.

    13F-HR 0001790688-26-000004 filed by Capital Planning 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 16,023 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,357,144.

    13F-HR 0001790688-26-000002 filed by Capital Planning 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 16,023 shares
    Change vs previous 13F +421 shares

    0.88% of the 13F portfolio, value $3,135,861.

    13F-HR 0001790688-26-000001 filed by Capital Planning 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 15,602 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $4,387,906.

    13F-HR 0001790688-25-000008 filed by Capital Planning 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 15,602 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $3,411,065.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    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 15,602 shares
    Change vs previous 13F -125 shares

    0.61% of the 13F portfolio, value $2,181,316.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,727 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,620,747.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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