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Disclosery

IEQ CAPITAL, LLC: ORCL position timeline

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

IEQ CAPITAL, LLC held 275,760 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,760 shares
    Change vs previous 13F +40,179 shares

    0.19% of the 13F portfolio, value $40,412,529.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 235,581 shares
    Change vs previous 13F +5,309 shares

    0.16% of the 13F portfolio, value $34,656,430.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 230,272 shares
    Change vs previous 13F -367 shares

    0.13% of the 13F portfolio, value $44,882,365.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 230,639 shares
    Change vs previous 13F +42,032 shares

    0.2% of the 13F portfolio, value $64,864,750.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 188,607 shares
    Change vs previous 13F +27,711 shares

    0.25% of the 13F portfolio, value $41,235,089.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 160,896 shares
    Change vs previous 13F +16,433 shares

    0.18% of the 13F portfolio, value $22,494,783.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 144,463 shares
    Change vs previous 13F -2,639 shares

    0.23% of the 13F portfolio, value $24,073,207.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 147,102 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,066,123.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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