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Summit Trail Advisors, LLC: ORCL position timeline

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

Summit Trail Advisors, LLC held 71,098 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,098 shares
    Change vs previous 13F +4,525 shares

    0.13% of the 13F portfolio, value $10,419,483.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 66,573 shares
    Change vs previous 13F +26,702 shares

    0.14% of the 13F portfolio, value $9,793,489.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 39,871 shares
    Change vs previous 13F -5,353 shares

    0.13% of the 13F portfolio, value $7,771,339.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 45,224 shares
    Change vs previous 13F +6,872 shares

    0.18% of the 13F portfolio, value $12,718,890.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 38,352 shares
    Change vs previous 13F +7,785 shares

    0.14% of the 13F portfolio, value $8,384,824.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 30,567 shares
    Change vs previous 13F +5,395 shares

    0.14% of the 13F portfolio, value $4,273,634.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 25,172 shares
    Change vs previous 13F +4,831 shares

    0.15% of the 13F portfolio, value $4,194,719.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 20,341 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,466,147.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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