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Formidable Asset Management, LLC: ORCL position timeline

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

Formidable Asset Management, LLC held 14,119 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,119 shares
    Change vs previous 13F -471 shares

    0.33% of the 13F portfolio, value $2,077,010.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 14,590 shares
    Change vs previous 13F +970 shares

    0.44% of the 13F portfolio, value $2,843,715.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 13,620 shares
    Change vs previous 13F -1,091 shares

    0.56% of the 13F portfolio, value $3,830,526.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 14,711 shares
    Change vs previous 13F +252 shares

    0.51% of the 13F portfolio, value $3,216,329.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 14,459 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,021,503.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 14,459 shares
    Change vs previous 13F +1,276 shares

    0.34% of the 13F portfolio, value $2,021,503.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 13,183 shares
    Change vs previous 13F -303 shares

    0.36% of the 13F portfolio, value $2,196,839.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 13,486 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,298,069.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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