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Disclosery

XML Financial, LLC: ORCL position timeline

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

XML Financial, LLC held 14,605 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 14,605 shares
    Change vs previous 13F -200 shares

    0.16% of the 13F portfolio, value $2,140,359.

    13F-HR 0001725547-26-000254 filed by XML 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 14,805 shares
    Change vs previous 13F +268 shares

    0.18% of the 13F portfolio, value $2,177,824.

    13F-HR 0001725547-26-000139 filed by XML 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 14,537 shares
    Change vs previous 13F +700 shares

    0.23% of the 13F portfolio, value $2,833,463.

    13F-HR 0001725547-26-000074 filed by XML 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 13,837 shares
    Change vs previous 13F -1,675 shares

    0.32% of the 13F portfolio, value $3,891,648.

    13F-HR 0001725547-25-004125 filed by XML 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 15,512 shares
    Change vs previous 13F +404 shares

    0.29% of the 13F portfolio, value $3,391,443.

    13F-HR 0001725547-25-003469 filed by XML 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 15,108 shares
    Change vs previous 13F -286 shares

    0.2% of the 13F portfolio, value $2,112,273.

    13F-HR 0001725547-25-001441 filed by XML 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 15,394 shares
    Change vs previous 13F -1,844 shares

    0.24% of the 13F portfolio, value $2,565,319.

    13F-HR 0001725547-25-000138 filed by XML 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 17,238 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,937,318.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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