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Disclosery

CVFG LLC: ORCL position timeline

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

CVFG LLC held 5,866 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,866 shares
    Change vs previous 13F +892 shares

    0.09% of the 13F portfolio, value $859,612.

    13F-HR 0001951757-26-001220 filed by CVFG 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 4,974 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $731,777.

    13F-HR 0001951757-26-000759 filed by CVFG 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 5,037 shares
    Change vs previous 13F +232 shares

    0.67% of the 13F portfolio, value $981,776.

    13F-HR 0001951757-26-000390 filed by CVFG 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 4,805 shares
    Change vs previous 13F -75 shares

    0.98% of the 13F portfolio, value $1,351,429.

    13F-HR 0001951757-25-001364 filed by CVFG 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 4,880 shares
    Change vs previous 13F -106 shares

    0.85% of the 13F portfolio, value $1,066,970.

    13F-HR 0001951757-25-001047 filed by CVFG 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 4,986 shares
    Change vs previous 13F +140 shares

    0.63% of the 13F portfolio, value $697,128.

    13F-HR 0001951757-25-000434 filed by CVFG 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 4,846 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $807,580.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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