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OPTIMUM INVESTMENT ADVISORS: ORCL position timeline

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

OPTIMUM INVESTMENT ADVISORS held 14,443 ORCL shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,443 shares
    Change vs previous 13F -123 shares

    1.61% of the 13F portfolio, value $4,061,824.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 14,566 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $3,184,467.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 14,566 shares
    Change vs previous 13F -129 shares

    0.96% of the 13F portfolio, value $2,036,410.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,695 shares
    Change vs previous 13F -1,050 shares

    1.08% of the 13F portfolio, value $2,448,700.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 15,745 shares
    Change vs previous 13F -35 shares

    1.16% of the 13F portfolio, value $2,682,872.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 15,780 shares
    Change vs previous 13F -673 shares

    1% of the 13F portfolio, value $2,228,073.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 16,453 shares
    Change vs previous 13F +1,045 shares

    0.95% of the 13F portfolio, value $2,066,675.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 15,408 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,624,477.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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