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Richard C. Young & CO., LTD.: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on ORCL, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 113,452 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,452 shares
    Change vs previous 13F -282 shares

    1.23% of the 13F portfolio, value $16,626,425.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 113,734 shares
    Change vs previous 13F +6,067 shares

    1.39% of the 13F portfolio, value $16,731,397.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 107,667 shares
    Change vs previous 13F +1,333 shares

    1.88% of the 13F portfolio, value $20,985,433.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 106,334 shares
    Change vs previous 13F -1,056 shares

    2.78% of the 13F portfolio, value $29,905,342.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 107,390 shares
    Change vs previous 13F +1,265 shares

    2.32% of the 13F portfolio, value $23,478,728.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 106,125 shares
    Change vs previous 13F -291 shares

    1.59% of the 13F portfolio, value $14,837,385.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    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 106,416 shares
    Change vs previous 13F -134 shares

    1.93% of the 13F portfolio, value $17,733,227.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    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 106,550 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $18,156,101.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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