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Disclosery

Summit Financial, LLC: ORCL position timeline

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

Summit Financial, LLC held 51,423 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,423 shares
    Change vs previous 13F +5,491 shares

    0.08% of the 13F portfolio, value $7,536,012.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 45,932 shares
    Change vs previous 13F -3,209 shares

    0.09% of the 13F portfolio, value $6,757,032.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 49,141 shares
    Change vs previous 13F -2,917 shares

    0.14% of the 13F portfolio, value $9,578,086.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 52,058 shares
    Change vs previous 13F +5,417 shares

    0.22% of the 13F portfolio, value $14,640,881.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 46,641 shares
    Change vs previous 13F +6,269 shares

    0.23% of the 13F portfolio, value $10,197,153.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 40,372 shares
    Change vs previous 13F +3,531 shares

    0.16% of the 13F portfolio, value $5,644,391.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 36,841 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $6,139,225.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 36,834 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,276,449.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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