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Disclosery

Sowell Financial Services LLC: ORCL position timeline

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

Sowell Financial Services LLC held 17,115 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,115 shares
    Change vs previous 13F +934 shares

    0.08% of the 13F portfolio, value $2,508,199.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 16,181 shares
    Change vs previous 13F +1,620 shares

    0.09% of the 13F portfolio, value $2,380,340.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 14,561 shares
    Change vs previous 13F -1,279 shares

    0.1% of the 13F portfolio, value $2,838,160.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 15,840 shares
    Change vs previous 13F -1,864 shares

    0.17% of the 13F portfolio, value $4,454,893.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 17,704 shares
    Change vs previous 13F -1,128 shares

    0.16% of the 13F portfolio, value $3,870,701.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 18,832 shares
    Change vs previous 13F -6,946 shares

    0.12% of the 13F portfolio, value $2,632,840.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 25,778 shares
    Change vs previous 13F +224 shares

    0.23% of the 13F portfolio, value $4,295,582.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 25,554 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,354,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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