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NewEdge Advisors, LLC: ORCL position timeline

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

NewEdge Advisors, LLC held 409,753 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,753 shares
    Change vs previous 13F +28,651 shares

    0.18% of the 13F portfolio, value $60,049,505.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 381,102 shares
    Change vs previous 13F -49,359 shares

    0.2% of the 13F portfolio, value $56,063,822.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 430,461 shares
    Change vs previous 13F +112,755 shares

    0.3% of the 13F portfolio, value $83,901,300.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 317,706 shares
    Change vs previous 13F +12,174 shares

    0.41% of the 13F portfolio, value $89,351,487.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 305,532 shares
    Change vs previous 13F -227,437 shares

    0.34% of the 13F portfolio, value $66,798,417.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 532,969 shares
    Change vs previous 13F +21,022 shares

    0.44% of the 13F portfolio, value $74,514,352.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 511,947 shares
    Change vs previous 13F +15,496 shares

    0.51% of the 13F portfolio, value $85,310,815.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 496,451 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $84,595,203.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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