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Disclosery

InvesTrust: ORCL position timeline

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

InvesTrust held 15,238 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,238 shares
    Change vs previous 13F -758 shares

    0.86% of the 13F portfolio, value $2,233,128.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 15,996 shares
    Change vs previous 13F +37 shares

    0.99% of the 13F portfolio, value $2,353,171.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 15,959 shares
    Change vs previous 13F -967 shares

    1.2% of the 13F portfolio, value $3,110,568.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 16,926 shares
    Change vs previous 13F -73 shares

    1.74% of the 13F portfolio, value $4,760,268.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 16,999 shares
    Change vs previous 13F -32,590 shares

    1.43% of the 13F portfolio, value $3,716,491.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 49,589 shares
    Change vs previous 13F -2,398 shares

    1.9% of the 13F portfolio, value $6,933,038.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 51,987 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $8,667,136.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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