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Steward Partners Investment Advisory, LLC: ORCL position timeline

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

Steward Partners Investment Advisory, LLC held 233,556 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,556 shares
    Change vs previous 13F -7,878 shares

    0.17% of the 13F portfolio, value $34,227,591.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 241,434 shares
    Change vs previous 13F -11,477 shares

    0.18% of the 13F portfolio, value $35,517,387.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 252,911 shares
    Change vs previous 13F +13,440 shares

    0.27% of the 13F portfolio, value $49,294,821.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 239,471 shares
    Change vs previous 13F -18,720 shares

    0.39% of the 13F portfolio, value $67,348,711.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 258,191 shares
    Change vs previous 13F +30,728 shares

    0.44% of the 13F portfolio, value $56,448,443.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 227,463 shares
    Change vs previous 13F +7,057 shares

    0.28% of the 13F portfolio, value $31,801,566.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 220,406 shares
    Change vs previous 13F -3,679 shares

    0.33% of the 13F portfolio, value $36,728,436.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 224,085 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $38,184,215.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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