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Newton One Investments LLC: ORCL position timeline

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

Newton One Investments LLC held 1,568 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,568 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $215,299.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,561 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $228,831.

    13F-HR 0001842787-26-000005 filed by Newton One 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 ended2026-03-31
    13F 1,557 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $229,050.

    13F-HR 0001842787-26-000003 filed by Newton One 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 ended2025-12-31
    13F 1,553 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $302,617.

    13F-HR 0001842787-26-000001 filed by Newton One 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 ended2025-09-30
    13F 1,550 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $435,870.

    13F-HR 0001842787-25-000009 filed by Newton One 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 ended2025-06-30
    13F 1,547 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $338,136.

    13F-HR 0001842787-25-000007 filed by Newton One 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 ended2025-03-31
    13F 1,541 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $215,432.

    13F-HR 0001842787-25-000006 filed by Newton One 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 ended2024-12-31
    13F 1,538 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $256,222.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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