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Smart Portfolios, LLC: ORCL position timeline

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

Smart Portfolios, LLC held 7,445 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,445 shares
    Change vs previous 13F +185 shares

    1.09% of the 13F portfolio, value $1,095,234.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,260 shares
    Change vs previous 13F -10 shares

    1.41% of the 13F portfolio, value $1,415,047.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,270 shares
    Change vs previous 13F -1,290 shares

    1.97% of the 13F portfolio, value $2,044,615.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,560 shares
    Change vs previous 13F -125 shares

    1.89% of the 13F portfolio, value $1,871,473.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,685 shares
    Change vs previous 13F -20 shares

    1.32% of the 13F portfolio, value $1,214,250.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,705 shares
    Change vs previous 13F -270 shares

    1.52% of the 13F portfolio, value $1,450,601.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,975 shares
    Change vs previous 13F -70 shares

    1.56% of the 13F portfolio, value $1,529,340.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,045 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,277,154.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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