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Disclosery

CGC Financial Services, LLC: ORCL position timeline

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

CGC Financial Services, LLC held 2,730 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,730 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $400,082.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    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 2,730 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $401,610.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,730 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $532,104.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,730 shares
    Change vs previous 13F -81 shares

    0.21% of the 13F portfolio, value $767,785.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,811 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $614,569.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,811 shares
    Change vs previous 13F -67 shares

    0.16% of the 13F portfolio, value $393,006.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,878 shares
    Change vs previous 13F -115 shares

    0.19% of the 13F portfolio, value $479,590.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,993 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $510,007.

    13F-HR 0001992785-24-000006 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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