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Disclosery

Fortis Capital Management LLC: ORCL position timeline

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

Fortis Capital Management LLC held 23,243 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,243 shares
    Change vs previous 13F +19,098 shares

    0.38% of the 13F portfolio, value $3,406,311.

    13F-HR 0001398344-26-014252 filed by Fortis Capital 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 4,145 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $609,836.

    13F-HR 0001398344-26-008947 filed by Fortis Capital 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 4,245 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $827,424.

    13F-HR 0001398344-26-003165 filed by Fortis Capital 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 4,440 shares
    Change vs previous 13F -75 shares

    0.18% of the 13F portfolio, value $1,248,762.

    13F-HR 0001398344-25-020599 filed by Fortis Capital 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 4,515 shares
    Change vs previous 13F +450 shares

    0.15% of the 13F portfolio, value $987,086.

    13F-HR 0001398344-25-015085 filed by Fortis Capital 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 4,065 shares
    Change vs previous 13F +63 shares

    0.11% of the 13F portfolio, value $568,341.

    13F-HR 0001398344-25-009073 filed by Fortis Capital 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 4,002 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $666,811.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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