Capstone Financial Advisors, Inc.: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on ORCL, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 1,809 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,809 sharesChange vs previous 13F +63 shares
0.01% of the 13F portfolio, value $265,138.
13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,746 sharesChange vs previous 13F +53 shares
0.01% of the 13F portfolio, value $256,782.
13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,693 sharesChange vs previous 13F +100 shares
0.02% of the 13F portfolio, value $329,955.
13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,593 sharesChange vs previous 13F +471 shares
0.02% of the 13F portfolio, value $448,016.
13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,122 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $245,303.
13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).