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Disclosery

HCR Wealth Advisors: ORCL position timeline

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

HCR Wealth Advisors held 6,518 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,518 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $955,274.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 6,488 shares
    Change vs previous 13F -19,460 shares

    0.1% of the 13F portfolio, value $954,504.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 25,948 shares
    Change vs previous 13F +25 shares

    0.5% of the 13F portfolio, value $5,057,608.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 25,923 shares
    Change vs previous 13F -1,788 shares

    0.78% of the 13F portfolio, value $7,486,090.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 27,711 shares
    Change vs previous 13F +1,246 shares

    0.71% of the 13F portfolio, value $6,058,638.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 26,465 shares
    Change vs previous 13F +1,385 shares

    0.48% of the 13F portfolio, value $3,700,103.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 25,080 shares
    Change vs previous 13F +330 shares

    0.52% of the 13F portfolio, value $4,179,479.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 24,750 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,217,491.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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