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Disclosery

Grassi Investment Management: ORCL position timeline

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

Grassi Investment Management held 95,645 ORCL shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 95,645 shares
    Change vs previous 13F -2,527 shares

    1.66% of the 13F portfolio, value $20,911,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 98,172 shares
    Change vs previous 13F -223 shares

    1.27% of the 13F portfolio, value $13,725,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 98,395 shares
    Change vs previous 13F -950 shares

    1.4% of the 13F portfolio, value $16,397,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 99,345 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $16,928,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 99,345 shares
    Change vs previous 13F -850 shares

    1.24% of the 13F portfolio, value $14,028,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 100,195 shares
    Change vs previous 13F +50 shares

    1.14% of the 13F portfolio, value $12,585,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 100,145 shares
    Change vs previous 13F +550 shares

    1.11% of the 13F portfolio, value $10,558,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 99,595 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $10,549,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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