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Sequoia Financial Advisors, LLC: ORCL position timeline

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

Sequoia Financial Advisors, LLC held 109,489 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,489 shares
    Change vs previous 13F -6,181 shares

    0.08% of the 13F portfolio, value $16,045,641.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 115,670 shares
    Change vs previous 13F -104,844 shares

    0.1% of the 13F portfolio, value $17,016,261.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 220,514 shares
    Change vs previous 13F +1,992 shares

    0.24% of the 13F portfolio, value $42,980,457.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 218,522 shares
    Change vs previous 13F -73 shares

    0.37% of the 13F portfolio, value $61,457,253.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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/A 218,595 shares
    Change vs previous 13F +8,460 shares

    0.33% of the 13F portfolio, value $47,791,372.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 210,135 shares
    Change vs previous 13F -1,754 shares

    0.23% of the 13F portfolio, value $29,379,020.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 211,889 shares
    Change vs previous 13F +1,527 shares

    0.34% of the 13F portfolio, value $35,309,217.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 210,362 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $35,845,732.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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