Skip to content
Disclosery

Cresset Asset Management, LLC: ORCL position timeline

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

Cresset Asset Management, LLC held 531,068 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 531,068 shares
    Change vs previous 13F -758 shares

    0.28% of the 13F portfolio, value $77,828,002.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 531,826 shares
    Change vs previous 13F -3,224 shares

    0.34% of the 13F portfolio, value $78,236,902.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 535,050 shares
    Change vs previous 13F -23,803 shares

    0.44% of the 13F portfolio, value $104,286,575.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 558,853 shares
    Change vs previous 13F +4,695 shares

    0.69% of the 13F portfolio, value $157,171,750.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 554,158 shares
    Change vs previous 13F -54,597 shares

    0.61% of the 13F portfolio, value $121,155,534.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 608,755 shares
    Change vs previous 13F -35,041 shares

    0.43% of the 13F portfolio, value $85,110,078.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 643,796 shares
    Change vs previous 13F -139,476 shares

    0.52% of the 13F portfolio, value $107,282,151.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 783,272 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $133,469,619.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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