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Roundview Capital LLC: ORCL position timeline

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

Roundview Capital LLC held 19,993 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 19,993 shares
    Change vs previous 13F -8,610 shares

    0.16% of the 13F portfolio, value $2,930,043.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 28,603 shares
    Change vs previous 13F +10,634 shares

    0.26% of the 13F portfolio, value $4,207,788.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 17,969 shares
    Change vs previous 13F -2,057 shares

    0.22% of the 13F portfolio, value $3,502,338.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 20,026 shares
    Change vs previous 13F +1,961 shares

    0.36% of the 13F portfolio, value $5,632,113.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 18,065 shares
    Change vs previous 13F +1,367 shares

    0.26% of the 13F portfolio, value $3,949,551.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 16,698 shares
    Change vs previous 13F +922 shares

    0.17% of the 13F portfolio, value $2,334,548.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 15,776 shares
    Change vs previous 13F +459 shares

    0.18% of the 13F portfolio, value $2,628,913.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 15,317 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,610,017.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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