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WILLNER & HELLER, LLC: ORCL position timeline

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

WILLNER & HELLER, LLC held 2,670 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,670 shares
    Change vs previous 13F -337 shares

    0.25% of the 13F portfolio, value $391,358.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, 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 3,007 shares
    Change vs previous 13F +195 shares

    0.33% of the 13F portfolio, value $442,329.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, 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 2,812 shares
    Change vs previous 13F -63 shares

    0.39% of the 13F portfolio, value $548,094.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, 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 2,875 shares
    Change vs previous 13F +5 shares

    0.62% of the 13F portfolio, value $808,679.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, 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 2,870 shares
    Change vs previous 13F +9 shares

    0.53% of the 13F portfolio, value $627,485.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, 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 2,861 shares
    Change vs previous 13F +6 shares

    0.37% of the 13F portfolio, value $399,935.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, 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 2,855 shares
    Change vs previous 13F +6 shares

    0.42% of the 13F portfolio, value $475,763.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, 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 2,849 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $485,386.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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