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Disclosery

HEADINVEST, LLC: ORCL position timeline

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

HEADINVEST, LLC held 31,910 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 31,910 shares
    Change vs previous 13F -1,838 shares

    0.87% of the 13F portfolio, value $4,676,411.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 33,748 shares
    Change vs previous 13F -711 shares

    1.02% of the 13F portfolio, value $4,964,668.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 34,459 shares
    Change vs previous 13F -1,877 shares

    1.34% of the 13F portfolio, value $6,716,404.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 36,336 shares
    Change vs previous 13F -3,614 shares

    2.11% of the 13F portfolio, value $10,219,137.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 39,950 shares
    Change vs previous 13F -7,550 shares

    1.86% of the 13F portfolio, value $8,734,269.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 47,500 shares
    Change vs previous 13F -762 shares

    1.29% of the 13F portfolio, value $6,640,975.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 48,262 shares
    Change vs previous 13F -1,609 shares

    1.52% of the 13F portfolio, value $8,042,380.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 49,871 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $8,498,018.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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