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Disclosery

Peak Asset Management, LLC: ORCL position timeline

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

Peak Asset Management, LLC held 69,796 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,796 shares
    Change vs previous 13F -978 shares

    1.5% of the 13F portfolio, value $10,228,531.

    13F-HR 0001062993-26-004338 filed by Peak 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 70,774 shares
    Change vs previous 13F +841 shares

    1.84% of the 13F portfolio, value $10,411,490.

    13F-HR 0001062993-26-002657 filed by Peak 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 69,933 shares
    Change vs previous 13F -1,986 shares

    2.32% of the 13F portfolio, value $13,630,544.

    13F-HR 0001062993-26-000643 filed by Peak 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 71,919 shares
    Change vs previous 13F -5,073 shares

    3.53% of the 13F portfolio, value $20,226,359.

    13F-HR 0001062993-25-016725 filed by Peak 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 76,992 shares
    Change vs previous 13F +251 shares

    3.08% of the 13F portfolio, value $16,832,652.

    13F-HR 0001062993-25-014438 filed by Peak 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 76,741 shares
    Change vs previous 13F -261 shares

    2.04% of the 13F portfolio, value $10,729,090.

    13F-HR 0001062993-25-008726 filed by Peak 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 77,002 shares
    Change vs previous 13F -39,104 shares

    2.37% of the 13F portfolio, value $12,831,530.

    13F-HR 0001062993-25-002525 filed by Peak 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 116,106 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $19,784,378.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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