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Waverly Advisors, LLC: ORCL position timeline

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

Waverly Advisors, LLC held 254,262 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,262 shares
    Change vs previous 13F +1,796 shares

    0.22% of the 13F portfolio, value $37,262,053.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 252,466 shares
    Change vs previous 13F +18,211 shares

    0.28% of the 13F portfolio, value $37,140,268.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 234,255 shares
    Change vs previous 13F -4,493 shares

    0.37% of the 13F portfolio, value $45,658,684.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 238,748 shares
    Change vs previous 13F -5,455 shares

    0.67% of the 13F portfolio, value $67,145,443.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 244,203 shares
    Change vs previous 13F +28,805 shares

    0.59% of the 13F portfolio, value $53,390,002.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 215,398 shares
    Change vs previous 13F +57,834 shares

    0.37% of the 13F portfolio, value $30,114,844.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 157,564 shares
    Change vs previous 13F +85,234 shares

    0.41% of the 13F portfolio, value $26,256,441.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 72,330 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,325,089.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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