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Disclosery

SWS Partners: ORCL position timeline

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

SWS Partners held 15,793 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,793 shares
    Change vs previous 13F -1,149 shares

    0.5% of the 13F portfolio, value $2,314,511.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 16,942 shares
    Change vs previous 13F +3,070 shares

    0.61% of the 13F portfolio, value $2,492,326.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 13,872 shares
    Change vs previous 13F -3,575 shares

    0.65% of the 13F portfolio, value $2,703,738.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 17,447 shares
    Change vs previous 13F +304 shares

    1.2% of the 13F portfolio, value $4,906,995.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 17,143 shares
    Change vs previous 13F -900 shares

    1.01% of the 13F portfolio, value $3,748,187.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 18,043 shares
    Change vs previous 13F +318 shares

    0.83% of the 13F portfolio, value $2,522,625.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 17,725 shares
    Change vs previous 13F +236 shares

    0.89% of the 13F portfolio, value $2,953,624.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 17,489 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,979,962.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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