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Disclosery

ProVise Management Group, LLC: ORCL position timeline

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

ProVise Management Group, LLC held 82,184 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,184 shares
    Change vs previous 13F -15,474 shares

    0.81% of the 13F portfolio, value $12,044,040.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 97,658 shares
    Change vs previous 13F -1,602 shares

    1.03% of the 13F portfolio, value $14,366,469.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 99,260 shares
    Change vs previous 13F -6,313 shares

    1.38% of the 13F portfolio, value $19,346,757.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 105,573 shares
    Change vs previous 13F -6,911 shares

    2.19% of the 13F portfolio, value $29,691,420.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 112,484 shares
    Change vs previous 13F -3,966 shares

    1.94% of the 13F portfolio, value $24,592,451.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 116,450 shares
    Change vs previous 13F -1,371 shares

    1.38% of the 13F portfolio, value $16,280,824.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 117,821 shares
    Change vs previous 13F -7,441 shares

    1.68% of the 13F portfolio, value $19,633,676.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 125,262 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $21,344,664.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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