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Foundations Investment Advisors, LLC: ORCL position timeline

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

Foundations Investment Advisors, LLC held 343,560 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,560 shares
    Change vs previous 13F +8,303 shares

    0.52% of the 13F portfolio, value $50,348,720.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, 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 335,257 shares
    Change vs previous 13F +67,067 shares

    0.61% of the 13F portfolio, value $49,319,591.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, 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 268,190 shares
    Change vs previous 13F +41,585 shares

    0.69% of the 13F portfolio, value $52,272,968.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, 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 226,605 shares
    Change vs previous 13F +13,887 shares

    0.93% of the 13F portfolio, value $63,730,526.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, 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 212,718 shares
    Change vs previous 13F +21,838 shares

    0.73% of the 13F portfolio, value $46,506,546.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, 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 190,880 shares
    Change vs previous 13F +26,287 shares

    0.49% of the 13F portfolio, value $26,686,888.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, 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 164,593 shares
    Change vs previous 13F +32,718 shares

    0.53% of the 13F portfolio, value $27,427,746.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, 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 131,875 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $22,471,539.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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