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Disclosery

Nelson Capital Management, LLC: ORCL position timeline

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

Nelson Capital Management, LLC held 10,472 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,472 shares
    Change vs previous 13F +250 shares

    0.17% of the 13F portfolio, value $1,534,672.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 10,222 shares
    Change vs previous 13F -64 shares

    0.18% of the 13F portfolio, value $1,503,759.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 10,286 shares
    Change vs previous 13F -167 shares

    0.23% of the 13F portfolio, value $2,004,845.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 10,453 shares
    Change vs previous 13F +959 shares

    0.35% of the 13F portfolio, value $2,939,802.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 9,494 shares
    Change vs previous 13F +200 shares

    0.27% of the 13F portfolio, value $2,075,674.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 9,294 shares
    Change vs previous 13F -129 shares

    0.22% of the 13F portfolio, value $1,299,395.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 9,423 shares
    Change vs previous 13F -413 shares

    0.26% of the 13F portfolio, value $1,570,249.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 9,836 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,676,055.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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