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CLIFFORD SWAN INVESTMENT COUNSEL LLC: ORCL position timeline

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC held 234,843 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,843 shares
    Change vs previous 13F -7,310 shares

    1.11% of the 13F portfolio, value $34,416,247.

    13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 242,153 shares
    Change vs previous 13F -6,292 shares

    1.21% of the 13F portfolio, value $35,623,163.

    13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 248,445 shares
    Change vs previous 13F -7,222 shares

    1.61% of the 13F portfolio, value $48,424,384.

    13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 255,667 shares
    Change vs previous 13F -11,458 shares

    2.39% of the 13F portfolio, value $71,903,794.

    13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 267,125 shares
    Change vs previous 13F -2,869 shares

    2.06% of the 13F portfolio, value $58,401,595.

    13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 269,994 shares
    Change vs previous 13F +461 shares

    1.4% of the 13F portfolio, value $37,747,815.

    13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 269,533 shares
    Change vs previous 13F -1,386 shares

    1.62% of the 13F portfolio, value $44,914,990.

    13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 270,919 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $46,164,538.

    13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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