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Disclosery

Oak Asset Management, LLC: ORCL position timeline

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

Oak Asset Management, LLC held 42,264 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,264 shares
    Change vs previous 13F +2,980 shares

    1.99% of the 13F portfolio, value $6,193,789.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 39,284 shares
    Change vs previous 13F +3,340 shares

    1.99% of the 13F portfolio, value $5,779,069.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 35,944 shares
    Change vs previous 13F +367 shares

    2.39% of the 13F portfolio, value $7,005,845.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 35,577 shares
    Change vs previous 13F -788 shares

    3.42% of the 13F portfolio, value $10,005,675.

    13F-HR 0001726375-25-000003 filed by Oak Asset 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 36,365 shares
    Change vs previous 13F -310 shares

    2.85% of the 13F portfolio, value $7,950,480.

    13F-HR 0001085146-25-003766 filed by Oak Asset 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 36,675 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $5,127,532.

    13F-HR 0001085146-25-002040 filed by Oak Asset 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 36,675 shares
    Change vs previous 13F -225 shares

    2.26% of the 13F portfolio, value $6,111,522.

    13F-HR 0001085146-25-000173 filed by Oak Asset 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 36,900 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $6,287,760.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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