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
- period ended2026-06-3013F 14,119 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,590 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).