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Safeguard Investment Advisory Group, LLC: ORCL position timeline

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

Safeguard Investment Advisory Group, LLC held 1,678 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,678 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $245,906.

    13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory 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 1,686 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $248,110.

    13F-HR 0001172661-26-001861 filed by Safeguard Investment Advisory 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 1,676 shares
    Change vs previous 13F -158 shares

    0.08% of the 13F portfolio, value $326,883.

    13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory 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 1,834 shares
    Change vs previous 13F -135 shares

    0.13% of the 13F portfolio, value $515,554.

    13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory 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 1,969 shares
    Change vs previous 13F +252 shares

    0.11% of the 13F portfolio, value $430,308.

    13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory 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 1,717 shares
    Change vs previous 13F -44 shares

    0.07% of the 13F portfolio, value $240,074.

    13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory 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 1,761 shares
    Change vs previous 13F -201 shares

    0.08% of the 13F portfolio, value $293,401.

    13F-HR 0001172661-25-001107 filed by Safeguard Investment Advisory 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 1,962 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $334,280.

    13F-HR 0001172661-24-004713 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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