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West Oak Capital, LLC: ORCL position timeline

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

West Oak Capital, LLC held 24,840 ORCL shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 24,840 shares
    Change vs previous 13F -1,105 shares

    2.77% of the 13F portfolio, value $69,860.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 25,945 shares
    Change vs previous 13F +245 shares

    2.22% of the 13F portfolio, value $56,724.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 25,700 shares
    Change vs previous 13F -1,235 shares

    1.39% of the 13F portfolio, value $35,931.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 26,935 shares
    Change vs previous 13F -155 shares

    1.59% of the 13F portfolio, value $44,884.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 27,090 shares
    Change vs previous 13F -735 shares

    0.86% of the 13F portfolio, value $46,161.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 27,825 shares
    Change vs previous 13F -50 shares

    1.58% of the 13F portfolio, value $3,928,890.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 27,875 shares
    Change vs previous 13F +20 shares

    1.49% of the 13F portfolio, value $3,501,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 27,855 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,969,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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