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Disclosery

Fiduciary Group, LLC: ORCL position timeline

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

Fiduciary Group, LLC held 41,213 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,213 shares
    Change vs previous 13F -418 shares

    0.47% of the 13F portfolio, value $6,039,829.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 ended2026-03-31
    13F 41,631 shares
    Change vs previous 13F -2,507 shares

    0.52% of the 13F portfolio, value $6,124,401.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 44,138 shares
    Change vs previous 13F -247 shares

    0.72% of the 13F portfolio, value $8,603,023.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 44,385 shares
    Change vs previous 13F -812 shares

    1.1% of the 13F portfolio, value $12,482,961.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 45,197 shares
    Change vs previous 13F -225 shares

    0.93% of the 13F portfolio, value $9,881,516.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 45,422 shares
    Change vs previous 13F -586 shares

    0.64% of the 13F portfolio, value $6,350,511.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 46,008 shares
    Change vs previous 13F -176 shares

    0.77% of the 13F portfolio, value $7,666,846.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 46,184 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,869,828.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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