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Disclosery

CapWealth Advisors, LLC: ORCL position timeline

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

CapWealth Advisors, LLC held 77,134 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,134 shares
    Change vs previous 13F -6,010 shares

    0.8% of the 13F portfolio, value $10,590,498.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,144 shares
    Change vs previous 13F +2,135 shares

    0.84% of the 13F portfolio, value $12,184,753.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 81,009 shares
    Change vs previous 13F -255 shares

    0.88% of the 13F portfolio, value $11,917,234.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 81,264 shares
    Change vs previous 13F +876 shares

    1.08% of the 13F portfolio, value $15,839,166.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 80,388 shares
    Change vs previous 13F -1,048 shares

    1.56% of the 13F portfolio, value $22,608,321.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 81,436 shares
    Change vs previous 13F +46,857 shares

    1.76% of the 13F portfolio, value $17,804,353.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 34,579 shares
    Change vs previous 13F +3,371 shares

    0.52% of the 13F portfolio, value $4,834,490.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 31,208 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,200,501.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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