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Independent Advisor Alliance: ORCL position timeline

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

Independent Advisor Alliance held 66,473 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,473 shares
    Change vs previous 13F +646 shares

    0.23% of the 13F portfolio, value $9,741,580.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 65,827 shares
    Change vs previous 13F -4,262 shares

    0.1% of the 13F portfolio, value $9,683,746.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 70,089 shares
    Change vs previous 13F -3,397 shares

    0.33% of the 13F portfolio, value $13,660,946.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 73,486 shares
    Change vs previous 13F +10,779 shares

    0.54% of the 13F portfolio, value $20,667,193.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 62,707 shares
    Change vs previous 13F +3,188 shares

    0.4% of the 13F portfolio, value $13,709,769.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 59,519 shares
    Change vs previous 13F +7,524 shares

    0.27% of the 13F portfolio, value $8,321,439.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 51,995 shares
    Change vs previous 13F +14,924 shares

    0.11% of the 13F portfolio, value $8,664,529.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 37,071 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,316,764.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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