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Hennion & Walsh Asset Management, Inc.: ORCL position timeline

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

Hennion & Walsh Asset Management, Inc. held 27,679 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,679 shares
    Change vs previous 13F -9,419 shares

    0.11% of the 13F portfolio, value $3,800,327.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,098 shares
    Change vs previous 13F +2,448 shares

    0.16% of the 13F portfolio, value $5,436,712.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 34,650 shares
    Change vs previous 13F +5,699 shares

    0.17% of the 13F portfolio, value $5,097,362.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,951 shares
    Change vs previous 13F +4,485 shares

    0.19% of the 13F portfolio, value $5,642,839.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,466 shares
    Change vs previous 13F +7,547 shares

    0.25% of the 13F portfolio, value $6,880,818.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,919 shares
    Change vs previous 13F +1,649 shares

    0.15% of the 13F portfolio, value $3,699,001.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,270 shares
    Change vs previous 13F +5,959 shares

    0.09% of the 13F portfolio, value $2,134,899.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,311 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,551,585.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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