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Successful Portfolios LLC: ORCL position timeline

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

Successful Portfolios LLC held 1,516 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,516 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $215,923.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,541 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $221,167.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,543 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $216,661.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,538 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $305,324.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,493 shares
    Change vs previous 13F -128 shares

    0.25% of the 13F portfolio, value $419,891.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,621 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $354,399.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,622 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $226,772.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,607 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $267,790.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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