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Disclosery

Finivi Inc.: ORCL position timeline

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

Finivi Inc. held 3,389 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,389 shares
    Change vs previous 13F -3,624 shares

    0.25% of the 13F portfolio, value $496,596.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 7,013 shares
    Change vs previous 13F +122 shares

    0.56% of the 13F portfolio, value $1,031,647.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 6,891 shares
    Change vs previous 13F +1,623 shares

    0.78% of the 13F portfolio, value $1,343,143.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    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 5,268 shares
    Change vs previous 13F -608 shares

    0.94% of the 13F portfolio, value $1,481,649.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 5,876 shares
    Change vs previous 13F -94 shares

    0.87% of the 13F portfolio, value $1,284,748.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    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 5,970 shares
    Change vs previous 13F +766 shares

    0.67% of the 13F portfolio, value $834,685.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 5,204 shares
    Change vs previous 13F -201 shares

    0.69% of the 13F portfolio, value $867,135.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    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 5,405 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $920,966.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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