Union Heritage Capital, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Union Heritage Capital, LLC on ORCL, newest first. How the timeline and the estimate are built.
Union Heritage Capital, LLC held 44,687 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 44,687 sharesChange vs previous 13F -13,500 shares
2.22% of the 13F portfolio, value $6,548,880.
13F-HR 0001376474-26-000563 filed by Union Heritage Capital, 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 58,187 sharesChange vs previous 13F -15,100 shares
3.18% of the 13F portfolio, value $8,559,890.
13F-HR 0001376474-26-000386 filed by Union Heritage Capital, 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 73,287 sharesChange vs previous 13F -1,600 shares
4.84% of the 13F portfolio, value $14,284,369.
13F-HR 0001376474-26-000174 filed by Union Heritage Capital, 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 74,887 sharesChange vs previous 13F 0 shares
6.83% of the 13F portfolio, value $21,061,220.
13F-HR 0001376474-25-000886 filed by Union Heritage Capital, 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 74,887 sharesChange vs previous 13F 0 shares
5.7% of the 13F portfolio, value $16,372,545.
13F-HR 0001376474-25-000742 filed by Union Heritage Capital, 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 74,887 sharesChange vs previous 13F 0 shares
3.9% of the 13F portfolio, value $10,469,951.
13F-HR 0001376474-25-000448 filed by Union Heritage Capital, 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 74,887 sharesChange vs previous 13F 0 shares
4.61% of the 13F portfolio, value $12,479,170.
13F-HR 0001376474-25-000310 filed by Union Heritage Capital, 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 74,887 sharesChange vs previous 13F not available
4.71% of the 13F portfolio, value $12,760,745.
13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).