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Disclosery

Lumbard & Kellner, LLC: ORCL position timeline

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

Lumbard & Kellner, LLC held 3,835 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,835 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $562,019.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, 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 3,775 shares
    Change vs previous 13F -53 shares

    0.19% of the 13F portfolio, value $555,340.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, 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 3,828 shares
    Change vs previous 13F -12 shares

    0.26% of the 13F portfolio, value $746,115.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, 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 3,840 shares
    Change vs previous 13F -27,725 shares

    0.4% of the 13F portfolio, value $1,079,962.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, 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 31,565 shares
    Change vs previous 13F -35,070 shares

    3.01% of the 13F portfolio, value $6,901,056.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, 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 66,635 shares
    Change vs previous 13F +623 shares

    4.11% of the 13F portfolio, value $9,316,239.

    13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, 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 66,012 shares
    Change vs previous 13F -2,312 shares

    4.73% of the 13F portfolio, value $11,000,240.

    13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, 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 68,324 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $11,642,410.

    13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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