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Disclosery

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. on ORCL, newest first. How the timeline and the estimate are built.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. held 59,742 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,742 shares
    Change vs previous 13F +125 shares

    0.43% of the 13F portfolio, value $8,755,258.

    13F-HR 0001398344-26-014516 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 59,617 shares
    Change vs previous 13F +116 shares

    0.51% of the 13F portfolio, value $8,770,268.

    13F-HR 0001398344-26-009222 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 59,501 shares
    Change vs previous 13F +539 shares

    0.68% of the 13F portfolio, value $11,597,411.

    13F-HR 0001398344-26-003220 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 58,962 shares
    Change vs previous 13F -22,793 shares

    0.96% of the 13F portfolio, value $16,582,525.

    13F-HR 0001398344-25-020910 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 81,755 shares
    Change vs previous 13F -8,282 shares

    1.1% of the 13F portfolio, value $17,874,199.

    13F-HR 0001398344-25-015398 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 90,037 shares
    Change vs previous 13F +421 shares

    0.82% of the 13F portfolio, value $12,588,097.

    13F-HR 0001398344-25-009452 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 89,616 shares
    Change vs previous 13F -16,103 shares

    0.82% of the 13F portfolio, value $14,933,587.

    13F-HR 0001398344-25-002773 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, 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 105,719 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $18,014,560.

    13F-HR 0001398344-24-020792 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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