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
- period ended2026-06-3013F 5,107 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 4,439 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,305 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,144 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,953 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,687 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).