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Disclosery

Legacy Trust: ORCL position timeline

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

Legacy Trust held 17,794 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,794 shares
    Change vs previous 13F -846 shares

    0.46% of the 13F portfolio, value $2,607,711.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 18,640 shares
    Change vs previous 13F -210 shares

    0.53% of the 13F portfolio, value $2,742,130.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 18,850 shares
    Change vs previous 13F -844 shares

    0.69% of the 13F portfolio, value $3,674,054.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 19,694 shares
    Change vs previous 13F +1,300 shares

    1.09% of the 13F portfolio, value $5,538,741.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 18,394 shares
    Change vs previous 13F -1,363 shares

    0.99% of the 13F portfolio, value $4,021,480.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 19,757 shares
    Change vs previous 13F +36 shares

    0.67% of the 13F portfolio, value $2,762,226.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 19,721 shares
    Change vs previous 13F -215 shares

    0.76% of the 13F portfolio, value $3,286,307.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 19,936 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,397,094.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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