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Disclosery

Planning Center, Inc.: ORCL position timeline

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

Planning Center, Inc. held 6,377 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,377 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $934,506.

    13F-HR 0001910966-26-000005 filed by Planning Center, 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 6,376 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $937,930.

    13F-HR 0001910966-26-000003 filed by Planning Center, 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 6,376 shares
    Change vs previous 13F +3,743 shares

    0.13% of the 13F portfolio, value $1,242,689.

    13F-HR 0001910966-26-000001 filed by Planning Center, 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 2,633 shares
    Change vs previous 13F -3,461 shares

    0.08% of the 13F portfolio, value $740,423.

    13F-HR 0001910966-25-000008 filed by Planning Center, 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 6,094 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $1,332,246.

    13F-HR 0001910966-25-000007 filed by Planning Center, 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 6,079 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $849,926.

    13F-HR 0001910966-25-000003 filed by Planning Center, 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 6,081 shares
    Change vs previous 13F -2,281 shares

    0.13% of the 13F portfolio, value $1,013,299.

    13F-HR 0001910966-25-000001 filed by Planning Center, 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 8,362 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,424,887.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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