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Grant/GrossMendelsohn, LLC: ORCL position timeline

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

Grant/GrossMendelsohn, LLC held 35,056 ORCL shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 35,056 shares
    Change vs previous 13F -223 shares

    2.73% of the 13F portfolio, value $4,912,748.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 35,279 shares
    Change vs previous 13F -2,105 shares

    3.07% of the 13F portfolio, value $5,878,893.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 37,384 shares
    Change vs previous 13F -159 shares

    2.74% of the 13F portfolio, value $6,370,234.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 37,543 shares
    Change vs previous 13F -284 shares

    2.42% of the 13F portfolio, value $5,301,129.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 37,827 shares
    Change vs previous 13F -32,357 shares

    2.17% of the 13F portfolio, value $4,661,408.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 70,184 shares
    Change vs previous 13F +1,264 shares

    3.33% of the 13F portfolio, value $8,045,881.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 68,920 shares
    Change vs previous 13F -238 shares

    3.16% of the 13F portfolio, value $7,299,971.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 69,158 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $7,944,892.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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