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Point Windward Advisors Inc.: ORCL position timeline

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

Point Windward Advisors Inc. held 18,887 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 18,887 shares
    Change vs previous 13F -97 shares

    1.22% of the 13F portfolio, value $2,767,883.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors 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 18,984 shares
    Change vs previous 13F +1,089 shares

    1.4% of the 13F portfolio, value $2,792,730.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors 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 17,895 shares
    Change vs previous 13F -1,177 shares

    1.67% of the 13F portfolio, value $3,487,906.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors 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 19,072 shares
    Change vs previous 13F -3,791 shares

    2.51% of the 13F portfolio, value $5,363,797.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors 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 22,863 shares
    Change vs previous 13F -9,262 shares

    2.25% of the 13F portfolio, value $4,998,528.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors 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 32,125 shares
    Change vs previous 13F +1,281 shares

    1.79% of the 13F portfolio, value $4,491,390.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors 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 30,844 shares
    Change vs previous 13F +640 shares

    1.92% of the 13F portfolio, value $5,139,906.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors 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 30,204 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $5,146,716.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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