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Disclosery

Klingman & Associates, LLC: ORCL position timeline

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

Klingman & Associates, LLC held 14,244 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,244 shares
    Change vs previous 13F -420 shares

    0.09% of the 13F portfolio, value $2,087,459.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 14,664 shares
    Change vs previous 13F +257 shares

    0.1% of the 13F portfolio, value $2,157,222.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 14,407 shares
    Change vs previous 13F -118 shares

    0.14% of the 13F portfolio, value $2,808,069.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 14,525 shares
    Change vs previous 13F +310 shares

    0.21% of the 13F portfolio, value $4,085,011.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 14,215 shares
    Change vs previous 13F +1,904 shares

    0.17% of the 13F portfolio, value $3,107,826.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 12,311 shares
    Change vs previous 13F +338 shares

    0.11% of the 13F portfolio, value $1,721,201.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 11,973 shares
    Change vs previous 13F +482 shares

    0.12% of the 13F portfolio, value $1,995,181.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 11,491 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,958,067.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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