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SP Asset Management LLC: ORCL position timeline

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

SP Asset Management LLC held 104,249 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,249 shares
    Change vs previous 13F -754 shares

    1.22% of the 13F portfolio, value $15,277,685.

    13F-HR 0001962086-26-000005 filed by SP Asset Management 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 105,003 shares
    Change vs previous 13F -749 shares

    1.36% of the 13F portfolio, value $15,446,959.

    13F-HR 0001962086-26-000004 filed by SP Asset Management 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 105,752 shares
    Change vs previous 13F -613 shares

    1.63% of the 13F portfolio, value $20,612,078.

    13F-HR 0001962086-26-000001 filed by SP Asset Management 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 106,365 shares
    Change vs previous 13F -410 shares

    2.37% of the 13F portfolio, value $29,914,207.

    13F-HR 0001962086-25-000007 filed by SP Asset Management 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 106,775 shares
    Change vs previous 13F +280 shares

    1.93% of the 13F portfolio, value $23,344,264.

    13F-HR 0001962086-25-000004 filed by SP Asset Management 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 106,495 shares
    Change vs previous 13F -1,544 shares

    1.31% of the 13F portfolio, value $14,889,111.

    13F-HR 0001962086-25-000003 filed by SP Asset Management 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 108,039 shares
    Change vs previous 13F -917 shares

    1.51% of the 13F portfolio, value $18,003,629.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 108,956 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $18,566,074.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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