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STRATEGIC PLANNING GROUP, LLC: ORCL position timeline

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

STRATEGIC PLANNING GROUP, LLC held 23,515 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,515 shares
    Change vs previous 13F +599 shares

    0.38% of the 13F portfolio, value $3,446,266.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 22,916 shares
    Change vs previous 13F -19,935 shares

    0.47% of the 13F portfolio, value $3,371,308.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 42,851 shares
    Change vs previous 13F +11,532 shares

    1.08% of the 13F portfolio, value $8,352,103.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 31,319 shares
    Change vs previous 13F +1,556 shares

    1.19% of the 13F portfolio, value $8,808,375.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 29,763 shares
    Change vs previous 13F +1,892 shares

    1.06% of the 13F portfolio, value $6,507,173.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 27,871 shares
    Change vs previous 13F +634 shares

    0.76% of the 13F portfolio, value $3,896,711.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 27,237 shares
    Change vs previous 13F +532 shares

    0.83% of the 13F portfolio, value $4,538,825.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 26,705 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,550,694.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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