Coastwise Capital Group, LLC: ORCL position timeline

Coastwise Capital Group, LLC held 2,344 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,344 shares

   Change vs previous 13F +258 shares

   0.2% of the 13F portfolio, value $343,560.

   13F-HR 0001934500-26-000007 filed by Coastwise Capital Group, LLC
   Filed 2026-07-16 (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 2,086 shares

   Change vs previous 13F +2,086 shares

   0.17% of the 13F portfolio, value $306,859.

   13F-HR 0001934500-26-000006 filed by Coastwise Capital Group, LLC
   Filed 2026-05-08 (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 0 shares

   Change vs previous 13F -938 shares

   13F-HR 0001934500-26-000005 filed by Coastwise Capital Group, LLC
   Filed 2026-02-12 (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).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 938 shares

   Change vs previous 13F +2 shares

   0.19% of the 13F portfolio, value $263,806.

   13F-HR 0001934500-25-000011 filed by Coastwise Capital Group, LLC
   Filed 2025-10-17 (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 936 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $204,653.

   13F-HR 0001934500-25-000006 filed by Coastwise Capital Group, LLC
   Filed 2025-07-11 (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).