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CAPTRUST FINANCIAL ADVISORS: ORCL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 428,059 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 428,059 shares
    Change vs previous 13F +12,433 shares

    0.1% of the 13F portfolio, value $62,732,003.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 415,626 shares
    Change vs previous 13F +41,370 shares

    0.11% of the 13F portfolio, value $61,134,529.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 374,256 shares
    Change vs previous 13F -36,429 shares

    0.14% of the 13F portfolio, value $72,946,305.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 410,685 shares
    Change vs previous 13F -6,683 shares

    0.24% of the 13F portfolio, value $115,501,093.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 417,368 shares
    Change vs previous 13F -4,196 shares

    0.2% of the 13F portfolio, value $91,249,132.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 421,564 shares
    Change vs previous 13F -415,056 shares

    0.15% of the 13F portfolio, value $58,938,854.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 836,620 shares
    Change vs previous 13F +28,911 shares

    0.4% of the 13F portfolio, value $139,414,405.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 807,709 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $137,633,693.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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