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SAGE RHINO CAPITAL LLC: ORCL position timeline

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

SAGE RHINO CAPITAL LLC held 9,385 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,385 shares
    Change vs previous 13F +66 shares

    0.23% of the 13F portfolio, value $1,375,363.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO 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 9,319 shares
    Change vs previous 13F +35 shares

    0.26% of the 13F portfolio, value $1,370,913.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO 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 9,284 shares
    Change vs previous 13F +476 shares

    0.34% of the 13F portfolio, value $1,809,544.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO 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 8,808 shares
    Change vs previous 13F -310 shares

    0.48% of the 13F portfolio, value $2,477,162.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO 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 9,118 shares
    Change vs previous 13F -18 shares

    0.42% of the 13F portfolio, value $1,993,468.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO 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 9,136 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $1,277,304.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO 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 9,126 shares
    Change vs previous 13F -217 shares

    0.33% of the 13F portfolio, value $1,520,757.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO 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 9,343 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,592,047.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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