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Disclosery

Northwest & Ethical Investments L.P.: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on ORCL, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 0 ORCL shares at 2025-12-31 per its 13F-HR/A filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -84,715 shares

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 84,715 shares
    Change vs previous 13F -42,027 shares

    0.56% of the 13F portfolio, value $23,831,175.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 126,742 shares
    Change vs previous 13F -463 shares

    0.69% of the 13F portfolio, value $27,676,882.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 127,205 shares
    Change vs previous 13F -28,163 shares

    0.48% of the 13F portfolio, value $17,784,141.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 155,368 shares
    Change vs previous 13F -36,570 shares

    0.7% of the 13F portfolio, value $25,890,133.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F/A 191,938 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $32,706,323.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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