Pinnacle West Asset Management, Inc.: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle West Asset Management, Inc. on ORCL, newest first. How the timeline and the estimate are built.
Pinnacle West Asset Management, Inc. held 10,285 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 10,285 sharesChange vs previous 13F -200 shares
1.04% of the 13F portfolio, value $1,507,000.
13F-HR 0001975730-26-000006 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,485 sharesChange vs previous 13F -150 shares
1.05% of the 13F portfolio, value $1,542,000.
13F-HR 0001975730-26-000004 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,635 sharesChange vs previous 13F -225 shares
1.35% of the 13F portfolio, value $2,073,000.
13F-HR 0001975730-26-000002 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,860 sharesChange vs previous 13F 0 shares
1.98% of the 13F portfolio, value $3,054,000.
13F-HR 0001975730-25-000009 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,860 sharesChange vs previous 13F -75 shares
1.64% of the 13F portfolio, value $2,374,000.
13F-HR 0001975730-25-000007 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,935 sharesChange vs previous 13F -25 shares
1.1% of the 13F portfolio, value $1,529,000.
13F-HR 0001975730-25-000005 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,960 sharesChange vs previous 13F -85 shares
1.31% of the 13F portfolio, value $1,826,000.
13F-HR 0001975730-25-000002 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,045 sharesChange vs previous 13F not available
1.35% of the 13F portfolio, value $1,882,000.
13F-HR 0001975730-24-000008 filed by Pinnacle West Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).