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Disclosery

Cornerstone Planning, LLC: ORCL position timeline

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

Cornerstone Planning, LLC held 11,968 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,968 shares
    Change vs previous 13F +46 shares

    0.41% of the 13F portfolio, value $1,755,905.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, 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 11,922 shares
    Change vs previous 13F -4,838 shares

    0.4% of the 13F portfolio, value $1,756,494.

    13F-HR 0002063364-26-000151 filed by Cornerstone Planning, 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 16,760 shares
    Change vs previous 13F +3,835 shares

    0.76% of the 13F portfolio, value $3,280,191.

    13F-HR 0002063364-26-000084 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,925 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,153,822.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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