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Disclosery

Duncan Williams Asset Management, LLC: ORCL position timeline

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

Duncan Williams Asset Management, LLC held 2,919 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,919 shares
    Change vs previous 13F -141 shares

    0.1% of the 13F portfolio, value $427,723.

    13F-HR 0001765380-26-000224 filed by Duncan Williams 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 3,060 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $450,089.

    13F-HR 0001765380-26-000158 filed by Duncan Williams 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 2,996 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $439,464.

    13F-HR 0001765380-26-000064 filed by Duncan Williams 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 2,976 shares
    Change vs previous 13F -43 shares

    0.24% of the 13F portfolio, value $836,863.

    13F-HR 0001765380-25-000483 filed by Duncan Williams 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 3,019 shares
    Change vs previous 13F +17 shares

    0.21% of the 13F portfolio, value $659,943.

    13F-HR/A 0001765380-25-000255 filed by Duncan Williams 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 3,002 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $419,685.

    13F-HR 0001765380-25-000146 filed by Duncan Williams 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 3,076 shares
    Change vs previous 13F +1,800 shares

    0.2% of the 13F portfolio, value $512,585.

    13F-HR 0001765380-25-000004 filed by Duncan Williams 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 1,276 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $217,430.

    13F-HR 0001765380-24-000387 filed by Duncan Williams Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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