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Disclosery

Lantz Financial LLC: ORCL position timeline

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

Lantz Financial LLC held 12,620 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 12,620 shares
    Change vs previous 13F -238 shares

    0.34% of the 13F portfolio, value $1,849,389.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 12,858 shares
    Change vs previous 13F -418 shares

    0.39% of the 13F portfolio, value $1,891,521.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 13,276 shares
    Change vs previous 13F -301 shares

    0.55% of the 13F portfolio, value $2,587,670.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 13,577 shares
    Change vs previous 13F -375 shares

    0.84% of the 13F portfolio, value $3,818,347.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 13,952 shares
    Change vs previous 13F -693 shares

    0.76% of the 13F portfolio, value $3,050,406.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 14,645 shares
    Change vs previous 13F +266 shares

    0.56% of the 13F portfolio, value $2,047,453.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 14,379 shares
    Change vs previous 13F +359 shares

    0.64% of the 13F portfolio, value $2,396,127.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 14,020 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,388,932.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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