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REILLY FINANCIAL ADVISORS, LLC: ORCL position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 29,391 ORCL shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 29,391 shares
    Change vs previous 13F -1,902 shares

    0.19% of the 13F portfolio, value $2,563,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 31,293 shares
    Change vs previous 13F -2,189 shares

    0.23% of the 13F portfolio, value $2,727,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 33,482 shares
    Change vs previous 13F -226 shares

    0.21% of the 13F portfolio, value $2,606,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 33,708 shares
    Change vs previous 13F -2,919 shares

    0.21% of the 13F portfolio, value $2,365,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 36,627 shares
    Change vs previous 13F +138 shares

    0.22% of the 13F portfolio, value $2,369,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 36,489 shares
    Change vs previous 13F -2,852 shares

    0.23% of the 13F portfolio, value $2,178,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 39,341 shares
    Change vs previous 13F +2,092 shares

    0.26% of the 13F portfolio, value $2,174,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 37,249 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,800,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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