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Disclosery

Sargent Investment Group, LLC: ORCL position timeline

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

Sargent Investment Group, LLC held 11,216 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,216 shares
    Change vs previous 13F -1,534 shares

    0.2% of the 13F portfolio, value $1,643,705.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 12,750 shares
    Change vs previous 13F +84 shares

    0.25% of the 13F portfolio, value $1,875,653.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 12,666 shares
    Change vs previous 13F -103 shares

    0.31% of the 13F portfolio, value $2,468,730.

    13F-HR 0001766157-26-000001 filed by Sargent Investment 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 12,769 shares
    Change vs previous 13F +3,154 shares

    0.51% of the 13F portfolio, value $3,591,154.

    13F-HR 0001766157-25-000005 filed by Sargent Investment 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 9,615 shares
    Change vs previous 13F +285 shares

    0.33% of the 13F portfolio, value $2,465,574.

    13F-HR 0001765380-25-000374 filed by Sargent Investment 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 9,330 shares
    Change vs previous 13F +56 shares

    0.21% of the 13F portfolio, value $1,304,427.

    13F-HR 0001951757-25-000503 filed by Sargent Investment 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 9,274 shares
    Change vs previous 13F -2,411 shares

    0.23% of the 13F portfolio, value $1,427,454.

    13F-HR 0001951757-25-000136 filed by Sargent Investment 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 11,685 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,991,124.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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