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SWP Investment Management LLC: ORCL position timeline

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

SWP Investment Management LLC held 27,273 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,273 shares
    Change vs previous 13F +1,020 shares

    2.76% of the 13F portfolio, value $3,996,858.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 26,253 shares
    Change vs previous 13F +510 shares

    2.88% of the 13F portfolio, value $3,862,079.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 25,743 shares
    Change vs previous 13F +12,946 shares

    3.64% of the 13F portfolio, value $5,017,568.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 12,797 shares
    Change vs previous 13F -4,880 shares

    3.54% of the 13F portfolio, value $3,599,028.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 17,677 shares
    Change vs previous 13F +5,987 shares

    4.57% of the 13F portfolio, value $3,864,723.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 11,690 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $1,634,379.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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