Skip to content
Disclosery

Vest Financial, LLC: ORCL position timeline

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

Vest Financial, LLC held 226,669 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,669 shares
    Change vs previous 13F +21,705 shares

    0.35% of the 13F portfolio, value $33,218,343.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 204,964 shares
    Change vs previous 13F +110,153 shares

    0.36% of the 13F portfolio, value $30,152,253.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 94,811 shares
    Change vs previous 13F +19,546 shares

    0.23% of the 13F portfolio, value $18,479,611.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 75,265 shares
    Change vs previous 13F +12,655 shares

    0.28% of the 13F portfolio, value $21,167,528.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 62,610 shares
    Change vs previous 13F +15,043 shares

    0.19% of the 13F portfolio, value $13,688,424.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 47,567 shares
    Change vs previous 13F +18,824 shares

    0.1% of the 13F portfolio, value $6,650,342.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    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 28,743 shares
    Change vs previous 13F +2,514 shares

    0.08% of the 13F portfolio, value $4,789,734.

    13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,229 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,469,421.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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