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SUMMITRY LLC: ORCL position timeline

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

SUMMITRY LLC held 5,107 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,107 shares
    Change vs previous 13F +668 shares

    0.02% of the 13F portfolio, value $748,431.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 4,439 shares
    Change vs previous 13F +1,134 shares

    0.02% of the 13F portfolio, value $653,065.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 3,305 shares
    Change vs previous 13F -5,299 shares

    0.03% of the 13F portfolio, value $644,178.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 8,604 shares
    Change vs previous 13F +5,460 shares

    0.1% of the 13F portfolio, value $2,419,789.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 3,144 shares
    Change vs previous 13F +157 shares

    0.03% of the 13F portfolio, value $687,288.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 2,987 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $417,582.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 2,953 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $492,041.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 2,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $457,865.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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