Skip to content
Disclosery

PDS Planning, Inc: ORCL position timeline

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

PDS Planning, Inc held 20,362 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,362 shares
    Change vs previous 13F +215 shares

    0.17% of the 13F portfolio, value $2,984,051.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 20,147 shares
    Change vs previous 13F +445 shares

    0.2% of the 13F portfolio, value $2,963,825.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 19,702 shares
    Change vs previous 13F +1,735 shares

    0.26% of the 13F portfolio, value $3,840,117.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 17,967 shares
    Change vs previous 13F -407 shares

    0.35% of the 13F portfolio, value $5,053,039.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 18,374 shares
    Change vs previous 13F +88 shares

    0.3% of the 13F portfolio, value $4,017,108.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 18,286 shares
    Change vs previous 13F +706 shares

    0.22% of the 13F portfolio, value $2,556,566.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 17,580 shares
    Change vs previous 13F +1,493 shares

    0.26% of the 13F portfolio, value $2,929,531.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 16,087 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,741,225.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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