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LMCG INVESTMENTS, LLC: ORCL position timeline

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

LMCG INVESTMENTS, LLC held 41,890 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,890 shares
    Change vs previous 13F -554 shares

    0.33% of the 13F portfolio, value $6,139,013.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 42,444 shares
    Change vs previous 13F -27,165 shares

    0.37% of the 13F portfolio, value $6,243,970.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 69,609 shares
    Change vs previous 13F -8,836 shares

    0.78% of the 13F portfolio, value $13,567,535.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 78,445 shares
    Change vs previous 13F -18,540 shares

    1.3% of the 13F portfolio, value $22,061,936.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 96,985 shares
    Change vs previous 13F -6,476 shares

    1.33% of the 13F portfolio, value $21,203,880.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 103,461 shares
    Change vs previous 13F -12,203 shares

    0.96% of the 13F portfolio, value $14,464,914.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 115,664 shares
    Change vs previous 13F -6,924 shares

    1.18% of the 13F portfolio, value $19,274,287.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 122,588 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $20,889,034.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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