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EP Wealth Advisors, LLC: ORCL position timeline

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

EP Wealth Advisors, LLC held 466,837 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466,837 shares
    Change vs previous 13F +312,863 shares

    0.26% of the 13F portfolio, value $68,414,968.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 153,974 shares
    Change vs previous 13F -24,586 shares

    0.11% of the 13F portfolio, value $22,651,134.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 178,560 shares
    Change vs previous 13F +48,942 shares

    0.18% of the 13F portfolio, value $34,803,138.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 129,618 shares
    Change vs previous 13F +12,353 shares

    0.19% of the 13F portfolio, value $28,338,492.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 117,265 shares
    Change vs previous 13F +20,474 shares

    0.13% of the 13F portfolio, value $16,394,825.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 96,791 shares
    Change vs previous 13F +2,145 shares

    0.13% of the 13F portfolio, value $16,129,300.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 94,646 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,127,779.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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