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Lifeworks Advisors, LLC: ORCL position timeline

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

Lifeworks Advisors, LLC held 42,942 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,942 shares
    Change vs previous 13F -9,260 shares

    0.66% of the 13F portfolio, value $6,293,106.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 52,202 shares
    Change vs previous 13F +21,960 shares

    0.99% of the 13F portfolio, value $7,679,406.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 30,242 shares
    Change vs previous 13F -1,320 shares

    0.76% of the 13F portfolio, value $5,894,454.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 31,562 shares
    Change vs previous 13F +2,028 shares

    1.19% of the 13F portfolio, value $8,876,497.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 29,534 shares
    Change vs previous 13F -1,926 shares

    0.96% of the 13F portfolio, value $6,456,938.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 31,460 shares
    Change vs previous 13F +2,786 shares

    0.73% of the 13F portfolio, value $4,398,362.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 28,674 shares
    Change vs previous 13F -9,195 shares

    0.86% of the 13F portfolio, value $4,778,281.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, 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 37,869 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $6,452,890.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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