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IFP Advisors, Inc: ORCL position timeline

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

IFP Advisors, Inc held 53,490 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,490 shares
    Change vs previous 13F +5,764 shares

    0.14% of the 13F portfolio, value $7,838,960.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 47,726 shares
    Change vs previous 13F +1,284 shares

    0.15% of the 13F portfolio, value $7,020,972.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 46,442 shares
    Change vs previous 13F +5,799 shares

    0.2% of the 13F portfolio, value $9,052,010.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 40,643 shares
    Change vs previous 13F -6,637 shares

    0.3% of the 13F portfolio, value $11,430,437.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 47,280 shares
    Change vs previous 13F +6,952 shares

    0.3% of the 13F portfolio, value $10,447,392.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 40,328 shares
    Change vs previous 13F +2,661 shares

    0.17% of the 13F portfolio, value $5,638,309.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 37,667 shares
    Change vs previous 13F +2,153 shares

    0.21% of the 13F portfolio, value $6,276,724.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,514 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,051,603.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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