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Disclosery

Westend Capital Management, LLC: ORCL position timeline

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

Westend Capital Management, LLC held 7,776 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,776 shares
    Change vs previous 13F +7,461 shares

    0.26% of the 13F portfolio, value $1,139,573.

    13F-HR 0001331997-26-000003 filed by Westend Capital Management, 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 315 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $46,340.

    13F-HR 0001331997-26-000002 filed by Westend Capital Management, 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 356 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $69,388.

    13F-HR 0001331997-26-000001 filed by Westend Capital Management, 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 507 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $142,589.

    13F-HR 0001331997-25-000006 filed by Westend Capital Management, 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 494 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $108,003.

    13F-HR 0001331997-25-000003 filed by Westend Capital Management, 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 494 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $69,066.

    13F-HR 0001331997-25-000002 filed by Westend Capital Management, 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 494 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $82,320.

    13F-HR 0001331997-25-000001 filed by Westend Capital Management, 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 202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,421.

    13F-HR 0001331997-24-000006 filed by Westend Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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