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Disclosery

Clearstead Advisors, LLC: ORCL position timeline

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

Clearstead Advisors, LLC held 124,028 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,028 shares
    Change vs previous 13F -12,266 shares

    0.17% of the 13F portfolio, value $18,176,265.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 136,294 shares
    Change vs previous 13F -74,375 shares

    0.18% of the 13F portfolio, value $20,050,121.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 210,669 shares
    Change vs previous 13F -5,696 shares

    0.52% of the 13F portfolio, value $41,061,580.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 216,365 shares
    Change vs previous 13F -5,998 shares

    0.89% of the 13F portfolio, value $60,850,614.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 222,363 shares
    Change vs previous 13F +5,092 shares

    0.68% of the 13F portfolio, value $48,615,333.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 217,271 shares
    Change vs previous 13F +1,354 shares

    0.47% of the 13F portfolio, value $30,376,658.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 215,917 shares
    Change vs previous 13F -2,724 shares

    0.55% of the 13F portfolio, value $35,980,340.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 218,641 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $37,256,361.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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