Skip to content
Disclosery

INSIGNEO ADVISORY SERVICES, LLC: ORCL position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 160,799 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 160,799 shares
    Change vs previous 13F +136,646 shares

    0.88% of the 13F portfolio, value $23,565,138.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 24,153 shares
    Change vs previous 13F -1,125 shares

    0.25% of the 13F portfolio, value $3,553,198.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 25,278 shares
    Change vs previous 13F -536 shares

    0.35% of the 13F portfolio, value $4,926,948.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 25,814 shares
    Change vs previous 13F +5,112 shares

    0.51% of the 13F portfolio, value $7,259,900.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 20,702 shares
    Change vs previous 13F -380 shares

    0.39% of the 13F portfolio, value $4,526,019.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 21,082 shares
    Change vs previous 13F +5,734 shares

    0.3% of the 13F portfolio, value $2,947,536.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 15,348 shares
    Change vs previous 13F +696 shares

    0.26% of the 13F portfolio, value $2,557,551.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 14,652 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,496,658.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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