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Citadel Investment Advisory, Inc.: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Citadel Investment Advisory, Inc. on ORCL, newest first. How the timeline and the estimate are built.

Citadel Investment Advisory, Inc. held 22,366 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,366 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $3,278,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 22,366 shares
    Change vs previous 13F -784 shares

    1.57% of the 13F portfolio, value $3,290,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 23,150 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $4,512,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 23,150 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $6,511,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 23,150 shares
    Change vs previous 13F -831 shares

    2.45% of the 13F portfolio, value $5,061,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 23,981 shares
    Change vs previous 13F +1,150 shares

    1.65% of the 13F portfolio, value $3,353,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 22,831 shares
    Change vs previous 13F +264 shares

    1.97% of the 13F portfolio, value $3,805,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    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 22,567 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,845,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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