Chesley Taft & Associates LLC: ORCL position timeline

Chesley Taft & Associates LLC held 147,204 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 147,204 shares

   Change vs previous 13F -1,568 shares

   0.84% of the 13F portfolio, value $21,572,746.

   13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 148,772 shares

   Change vs previous 13F -31,845 shares

   0.91% of the 13F portfolio, value $21,885,849.

   13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 180,617 shares

   Change vs previous 13F +6,584 shares

   1.39% of the 13F portfolio, value $35,203,998.

   13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 174,033 shares

   Change vs previous 13F +3,976 shares

   2.07% of the 13F portfolio, value $48,945,041.

   13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 170,057 shares

   Change vs previous 13F -954 shares

   1.66% of the 13F portfolio, value $37,179,562.

   13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 171,011 shares

   Change vs previous 13F +4 shares

   1.16% of the 13F portfolio, value $23,909,048.

   13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 171,007 shares

   Change vs previous 13F -3,742 shares

   1.32% of the 13F portfolio, value $28,496,606.

   13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 174,749 shares

   Change vs previous 13F not available

   1.42% of the 13F portfolio, value $29,777,230.

   13F-HR 0001085146-24-004667 filed by Chesley Taft & Associates LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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