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Disclosery

Edge Capital Group, LLC: ORCL position timeline

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

Edge Capital Group, LLC held 34,165 ORCL shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 34,165 shares
    Change vs previous 13F +72 shares

    0.29% of the 13F portfolio, value $5,693,256.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 34,093 shares
    Change vs previous 13F +12 shares

    0.26% of the 13F portfolio, value $5,809,447.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 34,081 shares
    Change vs previous 13F +2,609 shares

    0.23% of the 13F portfolio, value $4,812,202.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 31,472 shares
    Change vs previous 13F -16,798 shares

    0.2% of the 13F portfolio, value $3,953,167.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 48,270 shares
    Change vs previous 13F +1,321 shares

    0.28% of the 13F portfolio, value $5,089,053.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 46,949 shares
    Change vs previous 13F -19,201 shares

    0.32% of the 13F portfolio, value $4,972,785.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 66,150 shares
    Change vs previous 13F +717 shares

    0.45% of the 13F portfolio, value $7,877,833.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 65,433 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,080,058.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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