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Disclosery

Fiduciary Alliance LLC: ORCL position timeline

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

Fiduciary Alliance LLC held 14,845 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,845 shares
    Change vs previous 13F +1,562 shares

    0.15% of the 13F portfolio, value $2,175,608.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 13,283 shares
    Change vs previous 13F +157 shares

    0.14% of the 13F portfolio, value $2,255,508.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 13,126 shares
    Change vs previous 13F +1,017 shares

    0.17% of the 13F portfolio, value $2,558,455.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 12,109 shares
    Change vs previous 13F +333 shares

    0.23% of the 13F portfolio, value $3,405,555.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 11,776 shares
    Change vs previous 13F -1,329 shares

    0.19% of the 13F portfolio, value $2,574,590.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 13,105 shares
    Change vs previous 13F -24,923 shares

    0.18% of the 13F portfolio, value $1,832,232.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 38,028 shares
    Change vs previous 13F +22,238 shares

    0.64% of the 13F portfolio, value $6,337,040.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 15,790 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,690,557.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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