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Valeo Financial Advisors, LLC: ORCL position timeline

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

Valeo Financial Advisors, LLC held 84,692 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,692 shares
    Change vs previous 13F +4,006 shares

    0.25% of the 13F portfolio, value $11,628,242.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,686 shares
    Change vs previous 13F +3,584 shares

    0.25% of the 13F portfolio, value $11,824,504.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 77,102 shares
    Change vs previous 13F -13,480 shares

    0.27% of the 13F portfolio, value $11,342,504.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 90,582 shares
    Change vs previous 13F +1,623 shares

    0.39% of the 13F portfolio, value $17,655,276.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 88,959 shares
    Change vs previous 13F -6,340 shares

    0.57% of the 13F portfolio, value $25,018,898.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 95,299 shares
    Change vs previous 13F +4,512 shares

    0.51% of the 13F portfolio, value $20,835,225.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,787 shares
    Change vs previous 13F +7,416 shares

    0.35% of the 13F portfolio, value $12,692,883.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 83,371 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $13,893,016.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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