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Patriot Financial Group Insurance Agency, LLC: ORCL position timeline

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

Patriot Financial Group Insurance Agency, LLC held 21,643 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 21,643 shares
    Change vs previous 13F +3,005 shares

    0.28% of the 13F portfolio, value $2,971,642.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,638 shares
    Change vs previous 13F -14,378 shares

    0.28% of the 13F portfolio, value $2,732,236.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, 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 33,016 shares
    Change vs previous 13F +6,803 shares

    0.27% of the 13F portfolio, value $4,857,062.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, 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 26,213 shares
    Change vs previous 13F -440 shares

    0.61% of the 13F portfolio, value $5,109,226.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, 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 26,653 shares
    Change vs previous 13F +3,947 shares

    0.96% of the 13F portfolio, value $7,496,024.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, 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 22,706 shares
    Change vs previous 13F +3,959 shares

    0.57% of the 13F portfolio, value $4,964,128.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, 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 18,747 shares
    Change vs previous 13F +207 shares

    0.35% of the 13F portfolio, value $2,620,967.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, 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 18,540 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,089,524.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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