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Disclosery

Plancorp, LLC: ORCL position timeline

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

Plancorp, LLC held 8,801 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,801 shares
    Change vs previous 13F -1,397 shares

    0.03% of the 13F portfolio, value $1,157,728.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 10,198 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $1,408,186.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 10,338 shares
    Change vs previous 13F -173 shares

    0.06% of the 13F portfolio, value $2,015,061.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 10,511 shares
    Change vs previous 13F -1,152 shares

    0.09% of the 13F portfolio, value $2,956,073.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 11,663 shares
    Change vs previous 13F +1,051 shares

    0.09% of the 13F portfolio, value $2,549,963.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 10,612 shares
    Change vs previous 13F +1,751 shares

    0.06% of the 13F portfolio, value $1,483,624.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 8,861 shares
    Change vs previous 13F +987 shares

    0.06% of the 13F portfolio, value $1,476,627.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 7,874 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,341,652.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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