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Sigma Planning Corp: ORCL position timeline

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

Sigma Planning Corp held 28,227 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,227 shares
    Change vs previous 13F -691 shares

    0.1% of the 13F portfolio, value $4,136,656.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 28,918 shares
    Change vs previous 13F -2,584 shares

    0.12% of the 13F portfolio, value $4,254,117.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 31,502 shares
    Change vs previous 13F -2,030 shares

    0.17% of the 13F portfolio, value $6,136,005.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 33,532 shares
    Change vs previous 13F +223 shares

    0.27% of the 13F portfolio, value $9,430,502.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 33,309 shares
    Change vs previous 13F -3,037 shares

    0.22% of the 13F portfolio, value $7,282,357.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 36,346 shares
    Change vs previous 13F +6,511 shares

    0.16% of the 13F portfolio, value $5,081,576.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 29,835 shares
    Change vs previous 13F -2,516 shares

    0.16% of the 13F portfolio, value $4,971,682.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 32,351 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,512,616.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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