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Spectrum Asset Management, Inc. (NB/CA): ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on ORCL, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 15,806 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,806 shares
    Change vs previous 13F -82 shares

    0.64% of the 13F portfolio, value $2,316,422.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 15,888 shares
    Change vs previous 13F -1,814 shares

    0.74% of the 13F portfolio, value $2,337,232.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 17,702 shares
    Change vs previous 13F -9,112 shares

    1.15% of the 13F portfolio, value $3,450,310.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 26,814 shares
    Change vs previous 13F -871 shares

    2.65% of the 13F portfolio, value $7,541,104.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 27,685 shares
    Change vs previous 13F -673 shares

    2.63% of the 13F portfolio, value $6,052,851.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 28,358 shares
    Change vs previous 13F +88 shares

    1.76% of the 13F portfolio, value $3,964,782.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 28,270 shares
    Change vs previous 13F +85 shares

    2.12% of the 13F portfolio, value $4,710,854.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 28,185 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,802,796.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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