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Disclosery

Keystone Financial Services: ORCL position timeline

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

Keystone Financial Services held 3,469 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,469 shares
    Change vs previous 13F +82 shares

    0.13% of the 13F portfolio, value $508,420.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    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 3,387 shares
    Change vs previous 13F -749 shares

    0.15% of the 13F portfolio, value $498,274.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    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 4,136 shares
    Change vs previous 13F -3,297 shares

    0.24% of the 13F portfolio, value $806,130.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    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 7,433 shares
    Change vs previous 13F +94 shares

    0.65% of the 13F portfolio, value $2,090,481.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    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 7,339 shares
    Change vs previous 13F -4,266 shares

    0.55% of the 13F portfolio, value $1,604,473.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    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 11,605 shares
    Change vs previous 13F -317 shares

    0.62% of the 13F portfolio, value $1,622,459.

    13F-HR 0001865158-25-000002 filed by Keystone Financial Services
    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 11,922 shares
    Change vs previous 13F +155 shares

    0.76% of the 13F portfolio, value $1,986,705.

    13F-HR 0001865158-25-000001 filed by Keystone Financial Services
    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 11,767 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,005,013.

    13F-HR 0001865158-24-000005 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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