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KMG FIDUCIARY PARTNERS, LLC: ORCL position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 65,350 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,350 shares
    Change vs previous 13F +2,281 shares

    0.89% of the 13F portfolio, value $9,577,087.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, 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 63,069 shares
    Change vs previous 13F -1,493 shares

    0.69% of the 13F portfolio, value $9,278,121.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, 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 64,562 shares
    Change vs previous 13F -8,655 shares

    0.89% of the 13F portfolio, value $12,583,683.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, 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 73,217 shares
    Change vs previous 13F +611 shares

    1.38% of the 13F portfolio, value $20,591,495.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, 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 72,606 shares
    Change vs previous 13F +698 shares

    1.18% of the 13F portfolio, value $15,873,896.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, 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 71,908 shares
    Change vs previous 13F -8,495 shares

    0.84% of the 13F portfolio, value $10,053,391.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, 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 80,403 shares
    Change vs previous 13F -507 shares

    1.11% of the 13F portfolio, value $13,398,381.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, 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 80,910 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $13,787,052.

    13F-HR 0001754960-24-000508 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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