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MCDONALD PARTNERS LLC: ORCL position timeline

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

MCDONALD PARTNERS LLC held 27,487 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,487 shares
    Change vs previous 13F -280 shares

    0.98% of the 13F portfolio, value $4,028,220.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 27,767 shares
    Change vs previous 13F +575 shares

    0.96% of the 13F portfolio, value $4,084,803.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 27,192 shares
    Change vs previous 13F -2,057 shares

    1.67% of the 13F portfolio, value $5,300,006.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 29,249 shares
    Change vs previous 13F -2,769 shares

    2.46% of the 13F portfolio, value $8,225,989.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 32,018 shares
    Change vs previous 13F -275 shares

    1.68% of the 13F portfolio, value $7,000,105.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 32,293 shares
    Change vs previous 13F +190 shares

    1.18% of the 13F portfolio, value $4,514,884.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 32,103 shares
    Change vs previous 13F -975 shares

    1.37% of the 13F portfolio, value $5,349,644.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 33,078 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $5,636,491.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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