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Symphony Financial, Ltd. Co.: ORCL position timeline

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

Symphony Financial, Ltd. Co. held 25,170 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,170 shares
    Change vs previous 13F +1,335 shares

    0.41% of the 13F portfolio, value $3,708,686.

    13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
    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 23,835 shares
    Change vs previous 13F +3,084 shares

    0.46% of the 13F portfolio, value $3,438,932.

    13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
    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 20,751 shares
    Change vs previous 13F -6,010 shares

    0.55% of the 13F portfolio, value $4,073,380.

    13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
    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 26,761 shares
    Change vs previous 13F -3,631 shares

    0.93% of the 13F portfolio, value $7,650,592.

    13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
    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/A 30,392 shares
    Change vs previous 13F +16,484 shares

    0.85% of the 13F portfolio, value $6,509,723.

    13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
    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 13,908 shares
    Change vs previous 13F -12,131 shares

    1.02% of the 13F portfolio, value $1,723,374.

    13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
    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 26,039 shares
    Change vs previous 13F +5,075 shares

    0.73% of the 13F portfolio, value $4,677,106.

    13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
    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 20,964 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,527,185.

    13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
    Filed (acceptance time not in the bulk data set), ingested

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